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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-22 |
Branch Locations
4201 Bee Caves Road # C-108, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Juice Shack | Plano | TX | 05/2017 | 07/2017 |
| Mulinix Goerke And Meyer Llc | Oklahoma City | OK | 08/2019 | 12/2019 |
| University Of Oklahoma | Norman | OK | 08/2016 | 06/2020 |
| Unemployed | Plano | TX | 06/2020 | 09/2020 |
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2020 | 06/2024 |
| Lpl Financial Llc | Austin | TX | 04/2025 | Present |
| Unemployed | Austin | TX | 06/2024 | 04/2025 |
1.08/24/2026; Texas Secretary of State; Notary; Investment Related; at Reported Business Location(s); Start Date 04/17/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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