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Lauryn Nichole Donnelly

LPl Financial LLC

San Antonio, TX

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-02
  • TX RA
    APPROVED
    Since 2024-10-02

Branch Locations

13750 San Pedro Ave, Ste 145, San Antonio, TX 78232 • 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
Charles Hayden, Cpa San Angelo TX 01/2018 05/2018
Heb San Angelo TX 09/2017 10/2018
Centennial Bank Boerne TX 03/2019 10/2019
Capital Group/American Funds San Antonio TX 10/2019 03/2022
Bentwood Country Club San Angelo TX 05/2016 08/2017
Angelo State University San Angelo TX 09/2013 05/2019
Lpl Financial San Antonio TX 03/2022 Present
  • 01/2018 → 05/2018
    Charles Hayden, Cpa
    San Angelo, TX
  • 09/2017 → 10/2018
    Heb
    San Angelo, TX
  • 03/2019 → 10/2019
    Centennial Bank
    Boerne, TX
  • 10/2019 → 03/2022
    Capital Group/American Funds
    San Antonio, TX
  • 05/2016 → 08/2017
    Bentwood Country Club
    San Angelo, TX
  • 09/2013 → 05/2019
    Angelo State University
    San Angelo, TX
  • 03/2022 → Present
    Lpl Financial
    San Antonio, TX
Other Businesses

1- 03/2022 / Pharos Wealth Strategies / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / SAN ANTONIO, TX

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2023-06-16
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2023-06-16

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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