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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
Branch Locations
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • United States
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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Cedar Park | TX | 07/2013 | 01/2021 |
| Waddell & Reed, Inc | Austin | TX | 07/2013 | 01/2021 |
| Realmanage/Reserve @ Caballo Ranch Hoa | Dallas | TX | 04/2019 | 02/2021 |
| Ewing Financial Group Llc | Lampasas | TX | 11/2019 | Present |
| Cedar Park-Leander Rotary Club | Cedar Park | TX | 07/2019 | 12/2019 |
| Lpl Financial Llc | Austin | TX | 08/2024 | Present |
| Next Financial Group, Inc | Lampasas | TX | 01/2021 | 08/2024 |
1)08/09/2024 - The Fox Alliance - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2024 - 160 Hr/Mth 2)08/09/2024 - EWING FINANCIAL GROUP, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Lampasas, TX - Start: 11/2019
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-16 |
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