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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Austin | TX | 03/2010 | 04/2017 |
| Lpl Financial, Llc | Austin | TX | 05/2017 | Present |
1- 12/06/2024 - YaYa Ranch LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 05/16/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-10 |
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