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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2016 | 03/2021 |
| Lpl Financial | Wylie | TX | 03/2021 | Present |
1)04/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JFC FINANCIAL SERVICES - INVESTMENT RELATED - WYLIE, TX 2)05/2007 - TAX PREP/ACCOUNTING/CPA - ERIN Z. WILLIAMS, CPA, P.C - 0HRS/MO DURING TRADING - INVESTMENT RELATED - WYLIE, TX 3)7/21/2021 - Big Picture Financial Services LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 7/6/2021 - 40 Hours Per Month/40 Hours During Securities Trading - LPL commissions and revenue related to my investment advisory role. 4)08/09/2021 - Big Picture Financial Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/06/2021 - 140 Hour Per Month/140 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-24 |
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