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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-17 |
Branch Locations
3010 Lbj Freeway Ste 1200, Dallas, TX 75234 • United States
Cedar Hill, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Plano | TX | 01/2017 | 09/2020 |
| A Plus Janitorial & Cleaning Services, Inc | Ellenton | FL | 06/2015 | 11/2016 |
| A Plus Pest & Termite Control, Inc | Ellenton | FL | 01/2012 | 04/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Cedar Hill | TX | 06/2017 | 09/2020 |
| Grand Prairie Historical Organization | Grand Prairie | TX | 01/2018 | 01/2019 |
| Independent Contractor | Cedar Hill | TX | 11/2019 | 09/2020 |
| Lpl Financial, Llc | Dallas | TX | 09/2020 | Present |
1.04/15/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Maverick Financial Management; Investment Related; at Reported Business Location(s); Start Date 04/14/2021; 160hrs/mth; 160hrs during trading 2.04/26/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Maverick Financial; Investment Related; at Reported Business Location(s); Start Date 04/16/2021; 160hrs/mth; 160hrs during trading 3.09/08/2021; Agero Roadside Assistance program; Outside/W-2 Employment; Not Investment Related; Cedar Hill,TX; Start Date 06/24/2021; 15hrs/mth; 0hrs during trading 4.12/16/2021; Harry Grant; Tax Prep/Accounting/CPA; Investment Related; Cedar Hill,TX; Start Date 12/10/2021; 5hrs/mth; 0hrs during trading 5.06/02/2022; American Club Association Affiliate; Non-Profit Board Member; Not Investment Related; ; Start Date 03/24/2022; 5hrs/mth; 4hrs during trading 6.10/13/2022; Modern Life and Borden Hamman; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/30/2022; 5hrs/mth; 5hrs during trading 7.01/13/2026; Harry Grant FA; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/31/2025; 160hrs/mth; 160hrs during trading 8.02/03/2026; Harry Grant; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/30/2026; 5hrs/mth; 5hrs during trading 9.05/27/2026; Fortworx; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/20/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-10 |
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