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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-18 |
Branch Locations
Liberty Hill, TX • United States
13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2015 | 10/2017 |
| New Jersey Lacrosse Club | Robinsville | NJ | 06/2013 | 03/2026 |
| Bank Of America, N.A. | Pennington | NJ | 11/2015 | 10/2017 |
| Millington Securities | Red Bank | NJ | 10/2017 | 04/2018 |
| Wbi Investments | Red Bank | NJ | 10/2017 | 04/2018 |
| Santander Bank, Na | Boston | MA | 04/2018 | 01/2024 |
| Santander Securities, Llc | Dorchester | MA | 04/2018 | 01/2024 |
| Wells Fargo Clearing Services, Llc | Ocean City | NJ | 01/2024 | 07/2024 |
| Wells Fargo Bank, Na | Ocean City | NJ | 01/2024 | 07/2024 |
| Santander Bank, Na | Boston | MA | 08/2024 | 03/2026 |
| Santander Securities, Llc | Boston | MA | 08/2024 | 03/2026 |
| Lpl Financial Llc | Austin | TX | 03/2026 | Present |
1: 03/2026 - F2 Systems, LLC - Business Owner - Not Inv Related - 10 Hours/Month - Clarksburg, NJ - OBA Start Date: 01/01/2026. 2: 03/2026 - Freeman Lax LLC dba Lax Admin - Business Owner - Not Inv Related - 10 Hours/Month - Austin, TX - OBA Start Date: 02/01/2026. 3: 03/2026 - 107 Melanie LLC - Real Estate Rental - Inv Related - 1 Hour/Month - Manahawkin, NJ - OBA Start Date: 04/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-19 |
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