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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
13750 San Pedro Ave, Ste 145, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fernando Suarez | San Antonio | TX | 07/2019 | 12/2019 |
| Northside Isd | San Antonio | TX | 04/2017 | 06/2019 |
| Unemployed | Helotes | TX | 06/2016 | 04/2017 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 06/2020 | 05/2021 |
| Fernando Suarez | San Antonio | TX | 12/2019 | 05/2021 |
| The Insurance Solutions Experts | San Antonio | TX | 05/2021 | 02/2023 |
| Lpl Financial Llc | San Antonio | TX | 03/2023 | Present |
1) 03/2023 - Pharos Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv. Related - SAN ANTONIO TX 2) 03/2023 - Notary - Inv related - San Antonio, TX - Notary - Start Date 07/20/2019 - 1hr/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-09 |
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