Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-01
  • TX RA
    APPROVED
    Since 2024-10-01

Branch Locations

208 North Main St Suite 200, Weatherford, TX 76086 • United States

431 Deahl Street, Borger, TX 79007 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Inc Fort Worth TX 04/2016 01/2024
Osaic Wealth, Inc. Weatherford TX 01/2024 10/2024
Lpl Financial Llc Weatherford TX 10/2024 Present
  • 04/2016 → 01/2024
    Woodbury Financial Services Inc
    Fort Worth, TX
  • 01/2024 → 10/2024
    Weatherford, TX
  • 10/2024 → Present
    Weatherford, TX
Previous Registrations
  • 2024-01-19 → 2024-10-03
    Weatherford, TX
    Borger, TX
  • 2016-04-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Weatherford, TX
    Borger, TX
    Fort Worth, TX
    Borger, TX
    Mckinney, TX
    Borger, TX
  • 1999-07-08 → 2016-05-11
    Borger, TX
    Borger, TX
    Fort Worth, TX
    Borger, TX
    Gold River, CA
    Lake Worth, TX
    Heath, TX
Other Businesses

1- 10/01/2024 - HUTTON FINANCIAL ADVISORS - Business Entity For Tax/Investment Purposes Only - Not Inv Related - TX 76086 - OBA Start Date: 10/01/1998 - 0 Hrs/Mth - 0 Hrs During Trading. 2- 10/01/2024 - Notary incidental to doing business as Hutton Wealth Management - Notary - Not Inv Related - 5 Hours/Month - TX 76086 - OBA Start Date: 01/01/2001. 3- 10/01/2024- 2019 NORTH MAIN REALTY CO NO. 1 - Real Estate Rental - Inv Related - TX 76086 - OBA Start Date: 01/21/2021- 4- 10/01/2024 - HUTTON INTELLECTUAL PROPERTIES, INC. - Business Entity For Tax/Investment Purposes Only - Not Inv - 520 Hours/Month - TX 76086 - OBA Start Date: 07/24/2006. 5- 06/20/2025 - Hutton Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 01/19/2020 - 173 Hrs/Mth - 173 Hrs During Trading. 6- 06/20/2025 - Purely Pristine - Not Investment Related - Other - Cleaning Business - Weatherford, TX - Start Date 03/02/2022 - 5 Hrs/Mth - 0 Hrs During Trading 7- 04/01/2026 - 2026 Cottondale 581, LLC - Real Estate Rental - Investment Related - Paradise, TX - Start Date 05/14/2019 - 1 hour per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-25
S63 Uniform Securities Agent State Law Examination 1999-05-28
  • S66 Uniform Combined State Law Examination
    2006-03-25
  • S63 Uniform Securities Agent State Law Examination
    1999-05-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Weatherford, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor