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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
211 N. Main St., Ste 102, Pleasanton, TX 78064 • United States
211 N. Main St., Ste 102,, Pleasanton, TX 78064 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Pleasanton | TX | 04/2005 | 05/2021 |
| Edward Jones | St. Louis | MO | 05/2021 | 06/2025 |
| Wells Fargo Advisors Financial Network, Llc | Pleasanton | TX | 06/2025 | 09/2025 |
| Lpl Financial Llc | Pleasanton | TX | 09/2025 | Present |
1. 09/2025 - Eagle Ford Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 08 Hrs During Trading - Pleasanton, Texas 78064 - OBA start date: 09/30/2025 2. 09/2025 - South Texas Money Management - Business Entity For Tax/Investment Purposes Only - Not Investment related - 160 Hrs/Mth - 100 Hrs During Trading - Pleasanton, Texas 78064 - OBA start date: 06/12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-10 |
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