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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2002-09-27 |
Branch Locations
6301 N. 10Th, Mcallen, TX 78504 • United States
801 Matamoros, Laredo, TX 78040 • United States
Falcon Bank 5219 Mcpherson Rd, Laredo, TX 78041 • United States
Falcon Bank 19230 Stone Oak Parkway, San Antonio, TX 78258 • United States
242 W Sunset Rd # 101, San Antonio, TX 78209-2607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Antonio | TX | 09/2002 | Present |
1. 09/05/2002 - FALCON VEST FINANCIAL SERVICES - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 1/10/2007 - FOR ACCOUNTING PURPOSES ONLY - AC ASSET MANAGEMENT, INC. - NOT ADVERTISED; ACCOUNTING PURPOSES ONLY. - SAN ANTONIO, TX. 3. 04/19/2007 - AC Financial - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 02/15/2008 - AC Financial Investment & Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 5. 7/30/2013 - REAL ESTATE RENTAL - AC REAL ESTATE INVESTMENTS, LLC - I HAVE PURCHASED AN OFFICE THAT I INTEND TO BE THE SOLE OCCUPANT OF. I WILL NOT BE SUBLEASING ANY OF THIS SPACE. - TIME SPENT 5% - SAN ANTONIO, TX.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-23 |
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