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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
15660 North Dallas Pkwy-120, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Plano | TX | 02/2017 | 09/2018 |
| Boy Scouts Of America | Irving | TX | 04/2015 | 02/2017 |
| Smith Bros Consulting | Frisco | TX | 03/2013 | 01/2018 |
| Morgan Stanley Private Bank | New York | NY | 04/2017 | 09/2018 |
| Edward Jones | St Louis | MO | 10/2018 | 06/2025 |
| Lpl Financial Llc | Dallas | TX | 07/2025 | Present |
1) 07/2025- Trust Bridge Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 07/2025 - Collin College / Teacher / Non Inv Related / Frisco, TX 75035 / Start date 04/01/2023 - 12 hrs per month - 10% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-21 |
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