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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
Branch Locations
San Antonio, TX • United States
1233 West Loop South Suite 1100, Houston, TX 77027 • 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 | 05/2015 | 01/2020 |
| State Farm | Irving | TX | 03/2020 | 11/2020 |
| Nylife Securities Llc / New York Life Insurance Company | Carmel | IN | 03/2021 | 07/2021 |
| The Vanguard Group, Inc./Vanguard Marketing Corp. | Charlotte | NC | 09/2021 | 09/2023 |
| Western Governors University | Salt Lake City | UT | 05/2018 | 01/2022 |
| Unemployed | Yukon | OK | 09/2023 | 08/2024 |
| Bok Financial / Bok Financial Securities, Inc. | Oklahoma City | OK | 08/2024 | 12/2024 |
| Capital Group / Capital Client Group, Inc. | San Antonio | TX | 01/2025 | 07/2026 |
| Lpl Enterprise Llc | Houston | TX | 08/2026 | Present |
1. 7/31/2026 - The (k) Advisor - DBA for LPL Business (entity for LPL business) - INV REL - San Antonio TX - OBA Start date: 08/03/2026 - 200 Hour(s)/Month – 160 Hour(s) During Trading 2. 7/31/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - San Antonio TX - OBA Start date: 06/30/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 3. 7/31/2026 - KARESSE BRADLEY N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - San Antonio TX - OBA Start date: 06/30/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-13 |
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