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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Montpelier | VT | 07/2008 | Present |
| Equity Services Inc | Montpelier | VT | 07/2010 | 02/2026 |
| Lpl Financial Llc | Prosper | TX | 02/2026 | Present |
1- 02/2026 / Burkhart Peterson, CPA's / Tax Prep/Accounting/CPA / Investment Related / 100 hrs mth / San Antonio, TX / Start date: 05/01/2016 2- 02/2026 / David Rouse, CPA CFP` / Tax Prep/Accounting/CPA / Investment Related / 60 hrs mth / Prosper, TX / Start date: 01/01/1977 3- 02/24/2026 - Rouse Financial - Tax Prep/Accounting/CPA - Owner/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/1977 - 60 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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