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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-02 |
Branch Locations
12600 Hill Country Blvd Ste. R-275, Office 212,213, Bee Cave, TX 78738 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Antonio | TX | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Antonio | TX | 11/2016 | 10/2020 |
| Raymond James Financial Services. Inc. | Austin | TX | 10/2020 | 05/2022 |
| Steward Partners Global Advisory, Llc | Austin | TX | 10/2020 | 09/2023 |
| Steward Partners Investment Advisory, Llc | Austin | TX | 10/2020 | 09/2023 |
| Steward Partners Investment Solutions, Llc | Austin | TX | 05/2022 | 09/2023 |
| Lpl Financial Llc | Bee Cave | TX | 09/2023 | Present |
1)09/28/2023 - PRAETORIAN Private Wealth,LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-20 |
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