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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
4602 De Zavala Rd Ste 102, San Antonio, TX 78249 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2005 | 05/2019 |
| Waddell & Reed, Inc. | San Antonio | TX | 09/2019 | 07/2021 |
| Unemployed | San Antonio | TX | 05/2019 | 09/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 09/2019 | 07/2021 |
| Guest House Rental Property | San Antonio | TX | 03/2020 | 07/2021 |
| Lpl Financial Llc | San Antonio | TX | 07/2021 | Present |
09/2019-PRESENT; VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES; SAN ANTONIO, TX; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT. 03/2020-PRESENT, GUEST HOUSE RENTAL PROPERTY, SAN ANTONIO, TX, INV-RELATED:N, RENTAL PROPERTY, OWNER, 16HRS/MONTH, 0 SEC TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
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