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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-01 |
Branch Locations
3140 Executive Dr, San Angelo, TX 76904 • United States
1810 E Fm 700, Big Spring, TX 79720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Legacy Wealth Management | San Angelo | TX | 05/2021 | Present |
| Exxonmobil | Spring | TX | 06/2018 | 02/2021 |
| University Of Houston | Houston | TX | 07/2016 | 05/2018 |
| Geokinetics | Houston | TX | 05/2017 | 08/2017 |
| Self Employed | Spring | TX | 06/2019 | Present |
| Lpl Financial, Llc | Spring | TX | 11/2021 | Present |
1)12/14/2021 - First Legacy Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/14/2021 - Preacher - preach for churches when they need someone to fill in or on special occasions - Non-Inv Rel - Spring, TX - Start: 2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
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