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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
8303 N Mopac Expressway Suite A110, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 01/2023 |
| Rbc Capital Markets, Llc | Houston | TX | 01/2023 | 12/2023 |
| Next Financial Group Inc. | Houston | TX | 12/2023 | 08/2024 |
| Innovative Premier Financial Services | Houston | TX | 12/2023 | 08/2024 |
| Cetera Advisor Networks | El Segundo | CA | 08/2024 | 08/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | 08/2024 |
| Ameriprise Financial Services, Llc | San Antonio | TX | 09/2024 | 04/2026 |
| Lpl Financial | Austin | TX | 05/2026 | Present |
| Ufcu | Austin | TX | 04/2026 | Present |
1. 05/2026 - UFCU Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading -At Reported Business Location (s) - OBA Start Date: 5/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-23 |
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