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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tyler | TX | 05/2024 | Present |
| Stephen F Austin State University | Nacogdoches | TX | 09/2023 | 04/2024 |
| Southside Bank | Tyler | TX | 05/2023 | 08/2023 |
| Green Acres Baptist Church | Tyler | TX | 01/2021 | 04/2023 |
| Southside Furniture | Tyler | TX | 04/2020 | 12/2020 |
| Whitehouse Isd | Whitehouse | TX | 05/2014 | 03/2020 |
1) 05/09/2024 - Income Solutions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
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