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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2016 | 09/2022 |
| United States Army Reserves | Camp Bullis | TX | 05/2016 | 07/2026 |
| Donato Wealth Management | Cedar Park | TX | 10/2022 | 01/2023 |
| Guardian Life Insurance Company | Austin | TX | 03/2023 | 09/2024 |
| Park Avenue Securities Llc | Austin | TX | 03/2023 | 09/2024 |
| Massmutual Life Insurance Co | Round Rock | TX | 10/2024 | 07/2026 |
| Mml Investors Services Llc | Round Rock | TX | 10/2024 | 07/2026 |
| Lpl Financial Llc | Austin | TX | 07/2026 | Present |
1. 07/2026 - Army Reserve - Other - Not Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Round Rock, TX, 78665 – OBA Start Date: 05/01/2016 2. 07/2026 - Soccer Official - Coach/ Sports/ Fitness - Not Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Round Rock, TX, 78681 – OBA Start Date: 01/01/2010 3. 07/2026 - The Fox Alliance Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date:7/27/2026 4. 07/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-09 |
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