Harrison David May

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → 07/2026
  Mml Investors Services, Llc
  Tyler, TX
• 05/2025 → 07/2026
  Massmutual Life Insurance Company
  Tyler, TX
• 01/2015 → 05/2018
  Unemployed
  Tyler, TX
• 05/2018 → 08/2022
  First Tee Of Greater Tyler
  Bullard, TX
• 08/2022 → 08/2025
  Bristers Smokehouse
  Ruston, LA
• 05/2024 → 12/2024
  Northwestern Mutual
  Shreveport, LA
• 07/2026 → Present
  Lpl Financial Llc
  Tyler, TX

Previous Registrations

• 2026-03-13 → 2026-07-02
  Mml Investors Services, Llc
  Tyler, TX

Other Businesses

1. 06/2026 - Guide Path Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-03-06