Scott Edward Halliwell

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-02-27
TX	RA	APPROVED	2026-02-27

PA RA
APPROVED

Since 2026-02-27
TX RA
APPROVED

Since 2026-02-27

Branch Locations

College Station, TX • United States

2000 Corporate Dr #350, Wexford, PA 15090 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Usaa Educational Foundation	San Antonio	TX	03/2015	07/2019
Usaa	San Antonio	TX	07/2019	04/2020
Usaa Educational Foundation	San Antonio	TX	04/2020	03/2024
Texas A&M University	College Station	TX	08/2023	12/2023
Texas A&M University	College Station	TX	01/2024	12/2025
Bcr Financial Services	Wexford	PA	08/2025	Present
Lpl Financial Llc	Wexford	PA	07/2024	Present

03/2015 → 07/2019

Usaa Educational Foundation

San Antonio, TX
07/2019 → 04/2020

Usaa

San Antonio, TX
04/2020 → 03/2024

Usaa Educational Foundation

San Antonio, TX
08/2023 → 12/2023

Texas A&M University

College Station, TX
01/2024 → 12/2025

Texas A&M University

College Station, TX
08/2025 → Present

Bcr Financial Services

Wexford, PA
07/2024 → Present

Lpl Financial Llc

Wexford, PA

Previous Registrations

2014-02-06 → 2015-04-06

Usaa Financial Planning Services

San Antonio, TX
2009-02-19 → 2012-03-23

Usaa Financial Planning Services

San Antonio, TX
2006-03-20 → 2009-01-29

Charles Schwab & Co., Inc.

Canonsburg, PA

Pittsburgh, PA
2003-05-02 → 2006-03-16

Citizens Securities, Inc.

Havertown, PA

Broomall, PA

Drexel Hill, PA

Downingtown, PA

Mcmurray, PA

Upper St. Clair, PA

Mcmurray, PA

Bethel Park, PA

Bethel Park, PA

Bethel Park, PA

Broomall, PA

Other Businesses

1. 01/2026 - BCR FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 01/06/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-26
S65	Uniform Investment Adviser Law Examination	1999-05-15
S63	Uniform Securities Agent State Law Examination	1993-05-07

S66 Uniform Combined State Law Examination

2026-02-26
S65 Uniform Investment Adviser Law Examination

1999-05-15
S63 Uniform Securities Agent State Law Examination

1993-05-07

Designations

View on SEC IAPD