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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
6800 Weiskopf Ave Suite 150, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence High School | Mckinney | TX | 01/2017 | 06/2020 |
| Scoggins Middle School | Frisco | TX | 01/2015 | 12/2016 |
| Ut Tyler | Tyler | TX | 07/2020 | 06/2023 |
| The Clubs At Prestonwood | Dallas | TX | 06/2023 | 08/2023 |
| Lpl Financial | Mckinney | TX | 08/2023 | 04/2024 |
| Ut Tyler | Tyler | TX | 08/2023 | 09/2024 |
| Lpl Financial Llc | Mckinney | TX | 08/2023 | Present |
1) 02/2025 - Sterling Point Group / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 100 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-13 |
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