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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
12451 Starcrest Dr Suite 205, San Antonio, TX 78216 • United States
12451 Starcrest Dr Suite 205, San Antonio, TX 78216 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brandeis High School | San Antonio | TX | 06/2014 | 06/2018 |
| Paesanos 1604 | San Antonio | TX | 01/2018 | 03/2018 |
| Thaxton Ranch | Bandera | TX | 06/2018 | 08/2018 |
| Texas Tech University | San Antonio | TX | 08/2018 | 05/2019 |
| Thaxton Ranch | Bandera | TX | 05/2019 | 08/2019 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2019 | 12/2021 |
| Genesis Wealth Management | San Antonio | TX | 05/2021 | 07/2023 |
| Lpl Financial Llc | San Antonio | TX | 06/2021 | 07/2023 |
| Avior Wealth Management | Omaha | NE | 07/2023 | 09/2025 |
| Scooply Llc | San Antonio | TX | 01/2025 | 09/2025 |
| Lpl Financial Llc | San Antonio | TX | 09/2025 | Present |
| Nue Wealth | San Antonio | TX | 09/2025 | Present |
1)09/02/2025 - Nue Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/02/2025 - Scooply, LLC - Business Owner - Pet waste removal services - Non-Inv Rel - San Antonio, TX - Start: 01/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-11 |
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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