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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lufkin | TX | 02/1999 | 04/2019 |
| Bank Of America, N.A. | Lufkin | TX | 07/2011 | 04/2019 |
| Lpl Financial Llc | Lufkin | TX | 04/2019 | Present |
1. 4/15/2019 - Brookshire Limited Family Partnership - Investment Related - Other-Limited Family Partnership - GENERAL PARTNER - Started 01/01/2002 - Time Spent 1%. 2. 9/16/2020 - Brookshire Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/21/2020 - 50 Hours Per Month/30 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-05-19 |
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