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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
San Antonio, TX • United States
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keller Williams | San Antonio | TX | 06/2024 | 04/2025 |
| Smartway Transportation | Overland Park | KS | 10/2016 | 05/2024 |
| Olathe Dodge | Overland Park | KS | 01/2016 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2025 | 05/2026 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 08/2025 | 05/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2026 | 05/2026 |
| Lpl Enterprise Llc | Plano | TX | 06/2026 | Present |
1.06/22/2026; Investment products and services are offered through LPL Enterprise LLC using the DBA/trade name Prudential Advisors; Investment Related; at Reported Business Location(s); Start Date 05/28/2026; 160hrs/mth; 160hrs during trading 2.06/22/2026; N/A Non-Variable Insurance; Non-Variable Insurance/Insurance Agency; Investment Related; at Reported Business Location(s); Start Date 05/28/2026; 160hrs/mth; 160hrs during trading 3.08/27/2026; Realty of america; Mortgage/Real Estate Services; Investment Related; San Antonio,TX; Start Date 08/28/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-30 |
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