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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 | 07/2012 | 12/2017 |
| Ameriprise Financial Services Inc | Edinburg | TX | 12/2017 | 03/2024 |
| Ameriprise Financial Services, Llc | Mcallen | TX | 03/2020 | 03/2024 |
| Lpl Financial Services Llc. | Mcallen | TX | 03/2024 | Present |
1- 03/27/2024 / Independent Insurance Brokering; Mutual of Omaha / Non-Variable Insurance / Investment Related /Home Based -Start date: 09/01/2023 - 5 hrs mth / 1 hr during trading . 2- 03/27/2024 / Strategic Insights Financial Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date:3/1/2021 - 180 hrs mth / 40 hrs during trading . 3- 12/16/2024- Puro 956 LLC- Business Entity For Tax/Investment Purposes Only- Capital Gains- Not INV Related- Home based- start date 12/11/2024- 4 Hrs/Mth - 0 Hrs During Trading. 4) 10/06/2025 - Exclusive Insurance Brokerage - Investment Related -Non-Variable Insurance - Home Based - Start Date:09/29/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-07 |
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