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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2008-01-28 |
Branch Locations
16170 Jones Maltsberger Rd; Suite 102, San Antonio, TX 78247-3202 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Antonio | TX | 07/2007 | Present |
1. 07/02/07 - TRINITY FINANCIAL GROUP / DBA / SAN ANTONIO, TX 78209 2. 07/02/07 - NON-VARIABLE INSURANCE / SAN ANTONIO, TX 78209 / 50% OF HOURS 3. 03/22/2011 - REAL ESTATE RENTAL, MCRS BUILDING, LLC, 10% OF TIME SPENT. 4. 01/09/2014 - TRINITY OAKS BUSINESS PARK, LLC - REAL ESTATE RENTAL - TIME SPENT 2 HOURS - SAN ANTONIO, TX 5. 08/17/2023 - Notary for the state of Texas - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 08/15/2023 - 1 Hour Per Month/ 0 Hours During Trading 6. 11/28/2023 - Trinity Financial Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/29/2007 - 20 Hrs/Mo During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-26 |
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