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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-05-27 |
Branch Locations
5800 San Dario Ave, Laredo, TX 78040 • United States
1002 Matamoros, Laredo, TX 78040 • United States
2395 E. Main St., Eagle Pass, TX 78852 • United States
1600 Ruben Torres Sr Blvd, Brownsville, TX 78521 • United States
2418 Jacaman, Laredo, TX 78041 • United States
1002 Matamoros, Laredo, TX 78040 • United States
4501 San Bernardo, Laredo, TX 78041 • United States
2120 Saunders, Laredo, TX 78044 • United States
9710 Mines Rd, Laredo, TX 78045 • United States
5300 San Dario, Ste 202, Laredo, TX 78041 • United States
5616 San Bernardo Ave, Laredo, TX 78041 • United States
5300 San Dario, Ste 440D, Laredo, TX 78041 • United States
2442 San Isidro Parkway, Laredo, TX 78045 • United States
7002 San Bernardo Ave, Laredo, TX 78041 • United States
2320 Bob Bullock, Loop 20, Laredo, TX 78046 • United States
2305 Del Rio Blvd, Eagle Pass, TX 78852 • United States
2538 East Main Street, Eagle Pass, TX 78852 • United States
439 East Main St, Eagle Pass, TX 78853 • United States
2455 S Bibb Ave Ste 502, Eagle Pass, TX 78852 • United States
1507 Veterans Blvd, Del Rio, TX 78840 • United States
2410 Dodson St, Del Rio, TX 78840 • 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 |
|---|---|---|---|---|
| Lpl Financial Corporation | Laredo | TX | 05/2008 | Present |
1. 07/07/2010 - IBC INVESTMENT SERVICES-DBA 2. 08/15/2010 - DBA ONLY, FINANCIAL RESOURCES GROUP, 0% OF TIME SPENT 3. 10/25/2011 - IBC BANK OWNS IBC INSURANCE AGENCY. AS A RESULT ALL FUTURE LIFE, HEALTH, DISABILITY, & LONG-TERM CARE INSURANCE BUSINESS WILL BE PROCESS BY THE IBC INVESTMENT ADVISORS THROUGH THAT AGENCY. - NON-VARIABLE INSURANCE - 5% OF TIME SPENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-12 |
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