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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
1200 Golden Key Cir Ste 100 A, El Paso, TX 79925 • United States
901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-10 |
Branch Locations
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 | El Paso | TX | 01/2012 | 12/2016 |
| Lincoln Financial Securities Corporation | El Paso | TX | 12/2016 | 01/2017 |
| Lpl Financial Llc | El Paso | TX | 01/2017 | Present |
| Strategic Financial Concepts, Llc | El Paso | TX | 05/2020 | Present |
1)1/19/17- G2 Wealth Management Partners, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- 100%. 2) 5/27/2020 - Strategic Financial Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/18/2020 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 05/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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