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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-09-08 |
Branch Locations
5850 Town And Country Blvd #802, Frisco, TX 75034 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Frisco | TX | 09/2009 | Present |
1- 12/08/2009 - Bell Financial Group - Non-Variable Insurance DBA 2- 12/15/2009 - BFG Frisco Office, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) 3- 02/01/2010 - Bell Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 4- 11/20/2025 - Bell Classe Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 170 hours per month/ 8 hours during trading 5- 11/24/2025 - FC Dallas Youth & North Texas State Soccer Association - Outside/W-2 Employment - Coach - Not Investment Related - Frisco, TX - Start Date 07/01/2025 - 40 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-03 |
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