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Patrick David Mossman

LPl Financial LLC

Kerrville, TX

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

961A Water Street, Kerrville, TX 78028 • 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
Next Financial Group, Inc Houston TX 03/2009 Present
Mossman Financial Solutions Llc Kerrville TX 01/2013 Present
Lpl Financial Llc Kerrville TX 07/2025 Present
  • 03/2009 → Present
    Next Financial Group, Inc
    Houston, TX
  • 01/2013 → Present
    Mossman Financial Solutions Llc
    Kerrville, TX
  • 07/2025 → Present
    Kerrville, TX
Previous Registrations
  • 2009-03-13 → 2025-07-10
    Next Financial Group, Inc.
    Houston, TX
    Kerrville, TX
  • 2013-06-20 → 2023-12-31
    Mossman Financial Solutions Llc
    Kerrville, TX
  • 2007-04-02 → 2009-03-16
    Morgan Stanley & Co. Llc
    Kerrville, TX
  • 2001-05-25 → 2007-04-02
    Morgan Stanley Dw Inc.
    Kerrville, TX
    San Antonio, TX
Other Businesses

1) MOSSMAN FINANCIAL SOLUTIONS POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/28/2013 ADDRESS: 961-A Water St., Kerrville TX 78028 DESCRIPTION: I own the company, making all investment decisions and major business decisions. 2) MOSSMAN FINANCIAL SOLUTIONS POSITION: Agent NATURE: Insurance, fixed products, life insurance, long term care insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/28/2013 ADDRESS: 961-A Water St., Kerrville TX 78028 DESCRIPTION: Sales and service of insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-22
  • S66 Uniform Combined State Law Examination
    2000-02-22

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