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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-10 |
Branch Locations
300 Convent St Ste 2100, San Antonio, TX 78205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 06/2021 | 08/2023 |
| Trinity University | San Antonio | TX | 08/2017 | 12/2020 |
| Crust Pizza Co. | The Woodlands | TX | 01/2015 | 07/2017 |
| Kona Ice | Spring | TX | 04/2020 | 08/2020 |
| The Woodlands High School | The Woodlands | TX | 08/2013 | 05/2017 |
| Unemployed | San Antonio | TX | 01/2021 | 06/2021 |
| Lpl Financial Llc | San Antonio | TX | 08/2023 | Present |
| Zions Bank | San Antonio | TX | 08/2023 | Present |
1) 06/29/2023 - AMEGY BANK N.A. - Financial Institution Duty - Role: Private Banking Associate - TX 78216 - Investment related - 160 Hours per month - Start date: 1/10/2022. 2) 06/29/2023 - Trinity University San Antonio Alumni board - Non-Profit Board Member - TX 78212 - Non investment related - 5 Hours per month - Start date: 5/23/2023. 3) 06/29/2023 - Door Dash - Outside/W-2 Employment - Delivery driver - CA 94103 - Non investment related - 5 Hours per month - Start date: 1/1/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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