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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Major League Baseball | New York | NY | 06/2009 | Present |
| Invesco Advisers, Inc. | Atlanta | GA | 01/2010 | 05/2019 |
| Crossmark Global Investments | Houston | TX | 06/2025 | 06/2026 |
| Catholic Answers, Inc. | El Cajon | CA | 07/2019 | 03/2025 |
| Lpl Financial Llc | Austin | TX | 06/2026 | Present |
1: 06/2026 - Major League Baseball - Outside/W-2 Employment - Not Inv Related - 12 Hours/Month - 0 Hour During Trading - New York, NY - OBA Start Date: 06/2001.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-29 |
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