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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
13750 San Pedro Ave, Ste 145, San Antonio, TX 78232 • United States
Canyon Lake, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | San Antonio | TX | 04/2007 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Canyon Lake | TX | 10/2007 | 07/2021 |
| David Ballard | San Antonio | TX | 01/2019 | 07/2021 |
| The Lighthouse Team Llc | San Antonio | TX | 01/2019 | 07/2021 |
| Lpl Financial Llc | San Antonio | TX | 07/2021 | Present |
1) 3/2016 - Business Entity For Tax/Investment Purposes Only - The Lighthouse Team LLC - Not Investment Related - San Antonio , TX 78232 2) 3/2019 - DBA for LPL Business (entity for LPL business) - Pharos Wealth Strategies - Investment Related - San Antonio, TX 78232 3) 8/2001 - Non-Variable Insurance - Carolyn Abshier - Investment Related - Canyon Lake, TX 78133
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
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