Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-02
TX RA APPROVED 2026-01-14
  • OR RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2018 → 08/2023
    Securian Financial Services
    St. Paul, MN
  • 07/2018 → 08/2023
    Minnesota Life
    St. Paul, MN
  • 07/2018 → 01/2026
    Tax And Financial Group
    San Antonio, TX
  • 08/2016 → 07/2018
    Sam Houston State University
    Huntsville, TX
  • 11/2017 → 03/2021
    Dawson Whitetails
    Sabinal, TX
  • 08/2023 → 01/2026
    Cetera Wealth Services, Llc
    San Antonio, TX
  • 08/2023 → 01/2026
    Schaumburg, IL
  • 01/2026 → Present
    New Braunfels, TX
Previous Registrations
  • 2023-08-10 → 2026-01-20
    Gonzales, TX
    San Antonio, TX
    Boerne, TX
    San Antonio, TX
  • 2019-12-09 → 2023-08-10
    Securian Financial Services, Inc.
    San Antonio, TX
    St. Paul, MN
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-15
  • S66 Uniform Combined State Law Examination
    2019-10-15
Designations
Other Names
  • J.T. Miller

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor