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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2016 |
| Raymond James & Associates, Inc. | Mcallen | TX | 10/2016 | 03/2026 |
| Lpl Financial Llc | Linn | TX | 03/2026 | Present |
1) 3/2/2026- Cappadona Ranch- Agriculture/Farming - Other- Spouse's business- Non _inv. Related- Linn, TX, -Start Date 01/01/2015- 10hrs/mth - 0hrs/during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
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