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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29

Branch Locations

301 Junction Highway Ste 345 C, Kerrville, TX 78028 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comerica Securities, Inc. Austin TX 01/2012 11/2023
Ameriprise Financial Services, Llc Austin TX 11/2023 06/2026
Lpl Financial Llc Kerrville TX 06/2026 Present
Previous Registrations
  • 2023-11-03 → 2026-07-06
    Austin, TX
    Austin, TX
  • 2012-01-20 → 2023-11-03
    Comerica Securities
    Austin, TX
    Kerrville, TX
    Austin, TX
    Austin, TX
  • 2009-12-11 → 2010-04-30
    Cuso Financial Services, L.P.
    San Diego, CA
    Austin, TX
  • 2001-07-26 → 2009-06-09
    Wells Fargo Investments, Llc
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
    Austin, TX
Other Businesses

1. 06/2026 - Right Track Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Related – 40 Hour(s)/Month – 35 Hour(s) During Trading – Austin, TX, 78745 – OBA Start Date: 6/29/2026 2. 06/2026 - Right Track Investments - DBA for LPL Business (entity for LPL business) - Inv Related – 2 Hour(s)/Month – 2 Hour(s) During Trading – Austin, TX, 78745 – OBA Start Date: 6/29/2026 3. 06/2026 - Austin Performance Volleyball - Coach/ Sports/ Fitness - Not Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Austin, TX, 78746 – OBA Start Date: 11/28/2010

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-01-25
  • S66 Uniform Combined State Law Examination
    2000-01-25
Designations
Other Names
  • Greg Schepens
  • Gregory L Schepens
  • Gregory Lyle Schepens

View on SEC IAPD

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