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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Kerrville | TX | 04/2016 | 11/2016 |
| Wells Fargo Bank, Na | Kerrville | TX | 09/2013 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Kerrville | TX | 11/2016 | 06/2020 |
| Next Financial Group | Kerrville | TX | 06/2020 | 07/2025 |
| Lpl Financial Llc | Kerrville | TX | 07/2025 | Present |
1. 07/10/2025- Volunteer Services Council for Kerrville State Hospital- Non-Profit Board Member- Not INV Related- At Kerrville, TX- Start date 08/19/2016- 1 Hour Per Month-1 Hour During Trading 2. 07/10/2025- Las Casitas HOA- Other- Not INV Related- Home Based- Start date 01/01/2024- 1 Hour Per Month 3. 07/10/2025- PAR - People Advocating Recovery- Non-Profit Board Member- Not INV Related- At Louisville, KY- Start date 11/01/2023- 1 Hour Per Month- 1 Hour During Trading 4. 07/10/2025- American Red Cross- Non-Profit Board Member- Not INV Related- At Kerrville, TX- Start date 05/19/2023- 1 Hour per Month 5. 07/10/2025- Texas Hill Country Podcast Network- Business Owner- Not INV Related- At Kerrville, TX- Start date 10/11/2022- 10 Hours Per Month- 3 Hours During Trading 6. 07/10/2025- Texas Hill Country Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/11/2022- 10 Hours Per Month- 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-15 |
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