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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-17

Branch Locations

14050 Faa Blvd, Fort Worth, TX 76155 • United States

Hurst, TX • 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
Full Time Education Hurst TX 08/2014 05/2020
Kroger Hurst TX 07/2018 04/2021
Truist Bank North Richland Hills TX 05/2021 08/2023
Truist Irving TX 08/2023 09/2024
Charles Schwab & Co., Inc. Westlake TX 09/2024 07/2025
Full Time Education Denton TX 08/2020 05/2024
American Airlines Credit Union Fort Worth TX 07/2025 Present
Lpl Financial Fort Worth TX 07/2025 Present
  • 08/2014 → 05/2020
    Full Time Education
    Hurst, TX
  • 07/2018 → 04/2021
    Kroger
    Hurst, TX
  • 05/2021 → 08/2023
    Truist Bank
    North Richland Hills, TX
  • 08/2023 → 09/2024
    Truist
    Irving, TX
  • 09/2024 → 07/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2020 → 05/2024
    Full Time Education
    Denton, TX
  • 07/2025 → Present
    American Airlines Credit Union
    Fort Worth, TX
  • 07/2025 → Present
    Lpl Financial
    Fort Worth, TX
Other Businesses

1- 07/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name American Airlines Federal Credit Union / Inv Rel / At Reported Business Location (s) / 160 Hrs Per Mnth/ 40 hrs Trading 2- 07/2025 / FLAGSHIP FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2025-01-31

View on SEC IAPD

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