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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
9601 Mcallister Fwy, Suite 800, San Antonio, TX 78216 • United States
775 North Loop 337, New Braunfels, TX 78130 • United States
615 St Paul St, Gonzales, TX 78629 • United States
371 N Main St, Ste 202, Boerne, TX 78006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | St. Paul | MN | 07/2018 | 08/2023 |
| Minnesota Life | St. Paul | MN | 07/2018 | 08/2023 |
| Tax And Financial Group | San Antonio | TX | 07/2018 | 01/2026 |
| Sam Houston State University | Huntsville | TX | 08/2016 | 07/2018 |
| Dawson Whitetails | Sabinal | TX | 11/2017 | 03/2021 |
| Cetera Wealth Services, Llc | San Antonio | TX | 08/2023 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 01/2026 |
| Lpl Financial Llc | New Braunfels | TX | 01/2026 | Present |
1.01/14/2026; Valeur Capital Advisors PLLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 01/01/2026; 160hrs/mth; 160hrs during trading 2.01/14/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Valeur Capital Advisors, LLC; Investment Related; at Reported Business Location(s); Start Date 01/14/2026; 160hrs/mth; 160hrs during trading 3.01/14/2026; J&E Land, LLC; Real Estate Rental; Investment Related; Gonzales,TX; Start Date 10/01/2025; 5hrs/mth; 0hrs during trading 4.03/12/2026; BoomTown Metal, LLC; Business Owner; Not Investment Related; Gonzales,TX; Start Date 03/04/2026; 20hrs/mth; 0hrs during trading 5.08/06/2026; O'Fishal Ventures LLC; Real Estate Rental; Investment Related; Port O'Connor,TX; Start Date 09/15/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-15 |
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