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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 08/2009 | 08/2021 |
| Bbva Wealth Solutions Inc. | Longview | TX | 05/2011 | 08/2021 |
| Bbva Securities Inc. | Marshall | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2010 | 08/2021 |
| Pnc Investments | Kilgore | TX | 08/2021 | 03/2026 |
| Lpl Financial Llc | Longview | TX | 03/2026 | Present |
1. 03/2026 - Texas Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 3/24/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-24 |
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