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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
Branch Locations
2742 Fm 775 Building B Ste 102, La Vernia, TX 78121 • United States
La Vernia, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Central Independent School District | San Antonio | TX | 08/2001 | 08/2021 |
| Lpl Financial, Llc | San Antonio | TX | 08/2021 | Present |
1.11/14/2022; LV H20, LLC; Other - LLC; Not Investment Related; at Reported Business Location(s); Start Date 09/07/2022; 5hrs/mth; 0hrs during trading 2.05/13/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Morgan Wealth Strategies; Investment Related; at Reported Business Location(s); Start Date 05/04/2026; 200hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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