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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8620 N New Braunfels Suite 610 Ave, San Antonio, TX 78217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unites States Marine Corps | Oceanside | CA | 01/2016 | 03/2020 |
| Yaklin Chrysler Dodge Jeep And Ram | Seguin | TX | 03/2020 | 03/2021 |
| Oakwell Private Wealth Management | New Braunfels | TX | 05/2021 | 04/2026 |
| Lpl Financial Llc | New Braunfels | TX | 04/2026 | Present |
1. 04/2026 - jacob yaklin - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - New Braunfels, TX, 78130 - OBA Start Date: 07/01/2020 2. 04/2026 - jacob yaklin - Real Estate Rental - Inv Related - 3 Hour(s)/Month - 0 Hour(s) During Trading - New Braunfels, TX, 78130 - OBA Start Date: 06/01/2024 3. 04/2026 - Gruene Garden POA - Non-Profit Board Member - Not Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - New Braunfels, TX, 78130 - OBA Start Date: 04/01/2024 4.04/2026 - Semper Financial Planners / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs total hrs per month - 120 total hrs per month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-17 |
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