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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
13750 San Pedro Ave, Ste 145, San Antonio, TX 78232 • United States
Garden Ridge, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | San Antonio | TX | 11/1991 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Garden Ridge | TX | 04/1992 | 07/2021 |
| Biblical Leadership For Excellence (Ble) | San Antonio | TX | 01/2005 | 07/2021 |
| Trinity Baptist Church | San Antonio | TX | 11/2014 | Present |
| Trinity Baptist Church | San Antonio | TX | 09/2015 | 07/2021 |
| The Lighthouse Team Llc | San Antonio | TX | 04/2016 | 07/2021 |
| Trinity Baptist Church | San Antonio | TX | 11/2017 | 07/2021 |
| Lpl Financial Llc | San Antonio | TX | 07/2021 | Present |
1) 3/2016 - Business Entity For Tax/Investment Purposes Only - The Lighthouse Team, LLC - Not Investment Related - 5 hr/mon - San Antonio, TX 78232 2) 3/2019 - DBA for LPL Business (entity for LPL business) - Pharos Wealth Strategies - Investment Related - 160 hr/mon - 95% - San Antonio, TX 78232 3) 05/03/2022 - Associates of Clifton Park - Investment Related - SAN ANTONIO, TX - Non-Variable Insurance - Start Date: 03/01/2022 - 3 Hours Per Month/3 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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