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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
14180 North Dallas Pkwy Suite 425, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dallas | TX | 06/2026 | Present |
| Massmutal Life Insurance Co | Dallas | TX | 03/2023 | 06/2026 |
| Mml Investors Services, Llc | Dallas | TX | 08/2023 | 06/2026 |
| Mml Investors Services, Llc | Addison | TX | 05/2017 | 08/2017 |
| Texas A&M University | College Station | TX | 08/2016 | 05/2020 |
| Jbknowledge | Bryan | TX | 02/2020 | 08/2020 |
| Credera | Addison | TX | 06/2022 | 03/2023 |
| Credera | Denver | CO | 08/2020 | 06/2022 |
1. 05/2026 - Spectrum Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Dallas, TX, 75240 – OBA Start Date: 6/3/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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