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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
1271 W Campbell Rd, Richardson, TX 75080 • United States
650 Fort Worth Ave Ste 150, Dallas, TX 75208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neighborhood Credit Union | Richardson | TX | 04/2021 | 01/2025 |
| Neighborhood Credit Union | Dallas | TX | 01/2019 | 04/2021 |
| Neighborhood Credit Union | Grand Prairie | TX | 06/2017 | 01/2019 |
| Altra Federal Credit Union | Tyler | TX | 04/2016 | 06/2017 |
| Don Juan Mexican Restaurant | Tyler | TX | 07/2011 | 06/2017 |
| Lpl Financial | Richardson | TX | 11/2023 | Present |
| Neighborhood Credit Union | Richardson | TX | 01/2025 | Present |
1)10/24/2023 - North Texas Capital Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/24/2023 - Neighborhood Credit Union - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 04/2021 - 160 Hr/Mth 3)10/24/2023 - Notary - State of TX - Inv Rel - Start: 08/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-26 |
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