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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Christian University | Fort Worth | TX | 11/2013 | 05/2017 |
| Foresters Financial Services | Fort Worth | TX | 07/2017 | 02/2018 |
| Unemployed | Fort Worth | TX | 05/2017 | 07/2017 |
| Foresters Financial Services | Fort Worth | TX | 02/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2017 | 12/2020 |
| Cetera Investment Advisers Llc | Fort Worth | TX | 03/2020 | 12/2020 |
| Lpl Financial, Llc | Fort Worth | TX | 03/2021 | Present |
1. 03/17/2021 - FORT WORTH PRINCESS PARTIES - Not Investment Related - Home Based - Other - Owner and Entertainer, Princess - Start 2012 - 2 Hours Per Month/ 0 Hours During Trading - Time Spent 1% 2. 07/19/2023 - Lindsey Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/31/2023 - 160 Hours Per Month/ 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-11 |
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