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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Angelo | TX | 09/2024 | Present |
| First Legacy Wealth Management | San Angelo | TX | 05/2024 | 09/2024 |
| Tim Smith State Farm | San Angelo | TX | 09/2023 | 05/2024 |
| Grape Creek Isd | Grape Creek | TX | 02/2023 | 08/2023 |
| Era Newlin And Company | San Angelo | TX | 09/2022 | 01/2023 |
| Richardson Dairy Queen Offices | San Angelo | TX | 03/2022 | 08/2022 |
| Happy Trails Outfitters | San Angelo | TX | 07/2021 | 02/2022 |
| Wall High School | Wall | TX | 01/2014 | 06/2021 |
1. First Legacy Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/13/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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