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Ethan Che Montalvo

LPl Financial LLC

Lakeway, 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 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

312 Medical Pkwy Bldg A, Lakeway, TX 78738 • 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
Lpl Financial Llc Lakeway TX 08/2025 Present
Martin Wealth Management, Llc Lakeway TX 03/2025 Present
Unemployed New Braunfels TX 01/2025 03/2025
Texas State University San Marcos TX 08/2020 01/2025
Sharyland Pioneer Highschool Mcallen TX 05/2016 08/2020
  • 08/2025 → Present
    Lakeway, TX
  • 03/2025 → Present
    Martin Wealth Management, Llc
    Lakeway, TX
  • 01/2025 → 03/2025
    Unemployed
    New Braunfels, TX
  • 08/2020 → 01/2025
    Texas State University
    San Marcos, TX
  • 05/2016 → 08/2020
    Sharyland Pioneer Highschool
    Mcallen, TX
Other Businesses

1) 08/07/2025 -Martin Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:08/04/2025 - 160 Hrs/Mth - 8 Hrs During Trading - 100% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24

View on SEC IAPD

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