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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 05/2011 | 06/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 05/2011 | 01/2018 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 07/2020 |
| Self-Employed | San Diego | CA | 06/2016 | 05/2020 |
| Lpl Financial Corp | San Diego | CA | 08/2022 | Present |
| Usaa Bank | San Antonio | TX | 07/2020 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
| S66 | Uniform Combined State Law Examination | 2002-05-24 |
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