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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
3415 Greystone Drive Suite 105, Austin, TX 78731 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Austin | TX | 04/2015 | 01/2019 |
| New York Life Insurance Company | Austin | TX | 01/2015 | 01/2019 |
| Prudential Insurance Company Of America | Pflugerville | TX | 01/2019 | Present |
| Pruco Securities, Llc. | Pflugerville | TX | 01/2019 | Present |
| Prudential Insurance Company Of America | Pflugerville | TX | 04/2021 | Present |
| Pruco Securities, Llc. | Pflugerville | TX | 04/2021 | 11/2024 |
| Lpl Enterprise, Llc | Austin | TX | 11/2024 | Present |
1) 11/13/2025-Jessica Walgenbach-Agent-Non-Variable Insurance-Inv related-At Austin, TX-Start date 11/17/2025-10hrs/mth-0hrs/mth during trading 2) 12/23/2025-Treaty Oak Advisors-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/22/2025-160hrs/mth-160hrs/mth during trading 3) 06/26/2026 - Treaty Oak Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-03 |
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