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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
208 North Main St Suite 200, Weatherford, TX 76086 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab | Austin | TX | 01/2021 | 08/2021 |
| Dallas Smith Corp | Greencastle | IN | 10/2010 | 08/2020 |
| Unemployed | Fort Worth | TX | 08/2021 | 11/2021 |
| Unemployed | Austin | TX | 08/2020 | 01/2021 |
| Woodbury Financial Services Inc | Weatherford | TX | 11/2021 | 01/2024 |
| Osaic Wealth, Inc. | Weatherford | TX | 01/2024 | 10/2024 |
| Lpl Financial Llc | Weatherford | TX | 10/2024 | Present |
1) 09/2023 - Hutton Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-07 |
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