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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
Brownsville, TX • United States
Brownsville, TX • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2008 | 07/2021 |
| Bbva Wealth Solutions Inc. | Brownsville | TX | 10/2010 | 07/2021 |
| Bbva Securities Inc. | Brownsville | TX | 05/2013 | 07/2021 |
| Compass Bank | Birmingham | AL | 08/2008 | 07/2021 |
| Avantax Investment Services, Inc. | Brownsville | TX | 07/2021 | 09/2024 |
| Avantax Advisory Services | Brownsville | TX | 07/2021 | 09/2024 |
| Avantax Insurance Agency, Llc. | Brownsville | TX | 07/2021 | 09/2024 |
| Cusick Wealth Management | Brownsville | TX | 08/2021 | Present |
| Fixed-Indexed Annuities | Brownsville | TX | 04/2024 | Present |
| Lpl Financial | Brownsville | TX | 09/2024 | Present |
1- 09/2024 / Cusick Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-25 |
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