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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-30 |
Branch Locations
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • United States
1000 Heritage Center Cir #134, Round Rock, TX 78664 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc | Austin | TX | 08/2017 | 11/2020 |
| Ernst & Young | Dallas | TX | 08/2016 | 07/2017 |
| Lpl Financial, Llc | Austin | TX | 11/2020 | Present |
1. 11/30/2020 - THE FOX ALLIANCE TAX ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 12/01/1993 - 160 Hours Per Month - Time Spent 99%. 2. 11/30/2020 - TSE CONSULTING LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 12/01/2020. 3. 11/30/2020 - The Fox Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2020 - Time Spent 1%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
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