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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
8303 N Mopac Expressway Suite A110, Austin, TX 78759 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2021 | 05/2024 |
| Heb | Elgin | TX | 04/2020 | 04/2022 |
| Wells Fargo | Round Rock | TX | 01/2017 | 10/2019 |
| N/A | Pflugerville | TX | 10/2019 | 04/2020 |
| Startpoint Excavation | Austin | TX | 07/2016 | 01/2017 |
| Lpl Financial Llc | Austin | TX | 06/2024 | 03/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2025 | 05/2025 |
| University Federal Credit Union | Austin | TX | 03/2025 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name UFCU Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-10 |
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