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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
520 E Nolana Ave Ste 120, Mcallen, TX 78504-2682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Mcallen | TX | 11/2025 | Present |
| Lone Star National Bank | Mcallen | TX | 05/2019 | Present |
| Unemployed | Mcallen | TX | 12/2018 | 05/2019 |
| Governor Greg Abbott's Re-Election Campaign | El Paso | TX | 08/2018 | 12/2018 |
| Lsnb | Mcallen | TX | 08/2016 | 08/2018 |
| U.S. Navy Reserve | Kingsville | TX | 04/2019 | 04/2025 |
1. 02/2025 - LSNB - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - McAllen TX 78504 - OBA Start Date: 05/09/2019| 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name LSNB Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 02/2025 3. 02/2025 - 5X5 Brewing Co. - Business Owner -Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading -Mission TX 78572 - OBA Start Date:04/06/2018 4. 02/2025 - Gelman Investments LLC - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading -McAllen TX - OBA Start Date: 04/20/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-24 |
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