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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas State University | San Marcos | TX | 08/2016 | 05/2018 |
| Lifetime Fitness | Houston | TX | 06/2016 | 08/2018 |
| Greystone House Montessori School | Spring | TX | 05/2018 | 11/2018 |
| Agora | Houston | TX | 03/2019 | 11/2019 |
| Unemployed | Houston | TX | 11/2018 | 03/2019 |
| Concordia University Texas | Austin | TX | 01/2021 | 05/2022 |
| St. Davids Medical Center | Round Rock | TX | 10/2021 | 03/2022 |
| Unemployed | Round Rock | TX | 11/2019 | 10/2021 |
| Unemployed | Austin | TX | 05/2022 | 07/2022 |
| Dell Children's Hospital | Austin | TX | 07/2022 | 03/2023 |
| Texas Children's Hospital | Houston | TX | 03/2023 | 09/2023 |
| Baylor College Of Mediciane | Houston | TX | 09/2023 | 05/2024 |
| Unemployed | Austin | TX | 05/2024 | 07/2024 |
| Entrusted Pediatric Home Care | Austin | TX | 07/2024 | 05/2025 |
| Care Options For Kids | Austin | TX | 05/2025 | 06/2026 |
| Equitable Advisors, Llc | New York | NY | 02/2026 | 06/2026 |
| Entrusted Pediatric Home Care | Austin | TX | 06/2026 | Present |
| Lpl Financial Llc | Austin | TX | 06/2026 | Present |
1. 06/2026 - Soteria Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/10/2026 2. 06/2026 - Entrusted Pediatric Home Care - Outside/W-2 Employment - Not Inv Related – 30 Hour(s)/Month – 30 Hour(s) During Trading – Austin TX 78759 – OBA Start Date: 05/29/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-07 |
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