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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-11
  • TX RA
    APPROVED
    Since 2023-05-11

Branch Locations

900 W Bethany Dr Suite 370, Allen, TX 75013 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

900 W Bethany Dr Suite 370, Allen, TX 75013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Frisco TX 03/2017 01/2020
New York Life Insurance Company Frisco TX 01/2017 01/2020
Us Navy Oak Harbor WA 04/2009 12/2016
Sigma Financial Corporation Ann Arbor MI 01/2020 05/2023
Lpl Financial Llc Allen TX 05/2023 Present
  • 03/2017 → 01/2020
    Nylife Securities Llc
    Frisco, TX
  • 01/2017 → 01/2020
    New York Life Insurance Company
    Frisco, TX
  • 04/2009 → 12/2016
    Us Navy
    Oak Harbor, WA
  • 01/2020 → 05/2023
    Sigma Financial Corporation
    Ann Arbor, MI
  • 05/2023 → Present
    Allen, TX
Previous Registrations
  • 2020-03-10 → 2023-05-11
    Allen, TX
    Ann Arbor, MI
Other Businesses

1) 2023-07-10 - Rusty Acheson - Non-Variable Insurance - Y - at reported business location(s) - 2023-07-10 - 4hrs/mth - 1hrs/mth during trading 2) 2023-07-10 - Acheson Services, LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2023-07-10 - 10hrs/mth - hrs/mth during trading 3) 2023-07-10 - Cuddlebell LLC - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2023-07-10 - 5hrs/mth - hrs/mth during trading 4) 2025-06-16 - Real Kingdom Courage - Other - Faith-based digital content brand / teachi - N - at reported business location(s) - 2025-06-13 - 6hrs/mth - 0hrs/mth during trading 5) 2026-05-04 - Congregational Production Academy - Speaker/ Seminar/ Workshops - N - Plano TX - 2026-04-03 - 10hrs/mth - 0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-06
S63 Uniform Securities Agent State Law Examination 2017-11-09
  • S66 Uniform Combined State Law Examination
    2020-03-06
  • S63 Uniform Securities Agent State Law Examination
    2017-11-09

View on SEC IAPD

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