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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2008-05-02 |
Branch Locations
16170 Jones Maltsberger Rd; Suite 102, San Antonio, TX 78247-3202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Antonio | TX | 05/2008 | Present |
1. 03/19/09- CLIPPER INVESTMENT MANAGEMENT/ DBA ONLY/ SAN ANTONIO, TX 2. 06/26/2009 - CLIPPER WEALTH MANAGEMENT, NON-VARIABLE INSURANCE,DBA ONLY, OUTSIDE BUSINESS TO SELL INSURANCE PRODUCTS. ESPECIALLY HEALTH WHICH NEEDS TO BE DONE OUTSIDE OF LPL. 5% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-20 |
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