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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
13750 San Pedro Ave Ste 350, San Antonio, TX 78232 • 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 |
|---|---|---|---|---|
| New York Life Insurance Company | San Antonio | TX | 06/2020 | 11/2021 |
| Snooze Eatery | San Antonio | TX | 02/2020 | 11/2020 |
| Sanchos Cantina And Cocina | San Antonio | TX | 08/2018 | 07/2020 |
| Unemployed | San Antonio | TX | 06/2018 | 08/2018 |
| Champion K9 Companions | San Antonio | TX | 11/2017 | 06/2018 |
| Buddy's Home Furnishing | San Antonio | TX | 10/2014 | 11/2017 |
| Nylife Securities Llc | San Antonio | TX | 12/2020 | 11/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 12/2021 | 03/2025 |
| Snooze Eatery | San Antonio | TX | 02/2021 | 12/2021 |
| Torchy's Tacos | Gilbert | AZ | 05/2023 | 08/2023 |
| Lpl Financial | San Antonio | TX | 04/2025 | Present |
1 - 03/2025 - Pontem Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-30 |
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