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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-03 |
Branch Locations
790 S Watters Rd Ste 100, Allen, TX 75013 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Financial Management (Lpl Financial) | Dallas | TX | 02/2018 | 05/2019 |
| Lovejoy Independent School District | Lucas | TX | 08/2012 | 05/2018 |
| Ricker Retirement Specialists (Lpl Financial) | Garland | TX | 05/2019 | 05/2019 |
| Lpl Financial, Llc | Garland | TX | 05/2019 | Present |
1. 1/10/2020 - North Texas Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2020 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-20 |
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