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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2013-02-20 |
Branch Locations
300 Convent St Ste 2100, San Antonio, TX 78205 • United States
8525 Wurzbach, San Antonio, TX 78240 • United States
5408 Broadway, San Antonio, TX 78209 • United States
19134 Stone Oak Pkwy, San Antonio, TX 78258 • United States
3342 Bee Cave Rd, Austin, TX 78746 • United States
2334 Se Military Dr., San Antonio, TX 78223 • United States
280 Fm306, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Antonio | TX | 02/2013 | Present |
1. 1/22/2019 - Amegy Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/18/2019 - 40 Hours Per Month During Securities Trading. 2. 2/14/2019 - Zions Bancorporation, N.A., DBA Wealth & Fiduciary Services - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Relationship Manager - Started 01/18/2019 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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