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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tyler | TX | 08/2012 | Present |
1. 08/29/2012: INCOME SOLUTIONS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - 100% Time Spent 2. 07/14/2016: La Promessa Weddings & Events - Business Owner - NOT INV REL - Tyler, TX - Start 08/01/2016 - Owner of Wedding & Event Planning Service - 40 Hr/Mo; 0 Hours During Securities Trading 3. 01/08/2024 - Trinity Lutheran Church - Outside/W-2 Employment - Substitute Organist - Not Investment Related - 2001 Hunter Street, Tyler TX 75701 - Start Date 01/01/2023 - 8 Hours Per Month/ 0 Hours During Trading 4. 03/27/2026 - New Harmony Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-07 |
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