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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
6300 Ridglea Pl Ste 416, Fort Worth, TX 76116-5713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heb Grocery Store | Granbury | TX | 04/2020 | Present |
| Cornerstone Christian Academy | Granbury | TX | 08/2018 | 07/2019 |
| The Way Church | Granbury | TX | 05/2017 | 04/2018 |
| Designs Of Honor, Inc. | Granbury | TX | 08/2012 | 09/2021 |
| Lpl Financial Llc | Fort Worth | TX | 11/2023 | Present |
1- 11/2023 / H-E-B Grocery Company / Outside/W-2 Employment / Not Investment Related / 72 HRS MNTH / 8 HRS During Trading / start date 04/01/2020 2- 11/2023 / Rimer Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 HRS During Trading 3- 02/20/2026 - Wealth & Wisdom Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/11/2026 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-25 |
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