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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-25 |
Branch Locations
200 S 10Th St, Suite 1300, Mcallen, TX 78501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Mcallen | TX | 04/2012 | 05/2019 |
| Jorge Madero Insurance Agency Inc. | Mcallen | TX | 06/2018 | 08/2019 |
| Lpl Financial Llc | Mcallen | TX | 08/2019 | Present |
1) 8/12/2019 - MG Wealth Strategies LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2) 05/22/2025 - Lilly Put Investment properties - Not Inv. Related - Other - Book - Amazon.com - Start Date:05/01/2025 - 0 Hrs/mo; 0 hr During Trading. 3) 05/22/2025 - Lilliput Investment Properties LLC. - Not Inv. Related - Other - Book - Amazon.com - Start Date:05/01/2025 - 0 Hrs/mo; 0 hr During Trading. 4) 10/10/2025 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/06/2025 - 10 hours per month/ 0 hours during trading 5) 06/03/2026 - Lilli Put Investment Properties LLC - Real Estate Rental - Investment Related - McAllen, TX - Start Date 06/05/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-14 |
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