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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
3700 N 10Th St, Ste 305 Kerria Plaza, Mcallen, TX 78501 • United States
13750 San Pedro Ave, Ste 145, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Mccallen | TX | 05/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | San Marcos | TX | 12/2016 | 07/2021 |
| Munal Partnership | Mcallen | TX | 01/2017 | 07/2021 |
| Bni-Ambassadors Of Success | San Antonio | TX | 06/2017 | 07/2021 |
| Lpl Financial Llc | Mcallen | TX | 07/2021 | Present |
1- 01/1997 / MUNAL PARTNERSHIP / Business Entity For Tax/Investment Purposes Only / Non Investment Related / MCALLEN TX 78504 2- 06/2017 / BNI- AMBASSADORS OF SUCCESS / Non-Profit Board Member / SAN ANTONIO TX 78230 3-1/26/2023 - Texas Treasures & Unique Finds - Investment Related - SA, TX 78223 - Rep's Business - co owner - Start Date - 06/27/2022 - 40 Hours Per Month/40 Hours During Securities Trading 4-1/26/2023 - M&T Stores LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - co owner - Start Date - 6/26/2022 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-18 |
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