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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-28 |
Branch Locations
3008 N Mccoll Road Suite A, Mcallen, TX 78501 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2014 | 07/2021 |
| Ameriprise Financial Services, Llc | Mcallen | TX | 07/2021 | 03/2024 |
| Lpl Financial Services Llc | Mcallen | TX | 03/2024 | Present |
1- 02/2024 / Strategic Insights Financial Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 35 hrs mth / 8 hrs during trading / At reported business location(s) 2- 02/2024 / Shove & Love LLC / Real Estate Rental / Investment Related / 5 hrs mth / Sarasota, FL / Start date: 06/01/2023 3- 02/2024 / GoldChang Developments LLC / Real Estate Rental / Investment Related / McAllen, TX / 3 hrs mth / Start date: 02/01/2018 4- 02/2024 / S&L Venture Group LLC / Real Estate Rental / Investment Related / McAllen, TX / 5 hrs mth / Start date: 02/01/2022 5. 01/02/2025 - Puro 956 LLC - Non Investment Related - Business Entity For Tax/Investment Purposes Only - Edinburg, TX - Start Date: 12/11/2024 - 0 Hrs/Mth - 0 Hrs During Trading 6. 01/31/2025- M.C. MAK Holdings LLC- Business Entity For Tax/Investment Purposes Only- At Edinburg TX - Start date 02/01/2025 7. 01/31/2025- Quality Tents- Other - Reps Business- At EDINBURG TX - Start date 02/01/2025- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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