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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student- University Of Houston | Houston | TX | 08/2016 | 12/2016 |
| Texas Traditions | Katy | TX | 12/2016 | 07/2017 |
| Tad's Louisiana Kitchen | Katy | TX | 07/2017 | 05/2018 |
| Texas Traditions | Katy | TX | 05/2018 | 05/2019 |
| 4Ur Ranch | Creede | CO | 05/2019 | 09/2019 |
| Unemployed | Katy | TX | 09/2019 | 05/2020 |
| 4Ur Ranch | Creede | CO | 05/2020 | 09/2020 |
| Unemployed | Grand Junction | CO | 09/2020 | 05/2021 |
| Goat And Clover Tavern | Grand Junction | CO | 05/2021 | 05/2025 |
| Logic Wealth Strategies - Dba For Lpl Business | Grand Junction | CO | 05/2023 | Present |
| Lpl Financial Llc | Grand Junction | CO | 02/2026 | Present |
1)01/29/2026 - Logic Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-23 |
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