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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
11940 E Us 290, Manor, TX 78653 • United States
4611 Guadalupe Street, Austin, TX 78751 • United States
3305 Steck Avenue, Austin, TX 78757 • United States
1801 E 51St Street, Ste 200, Austin, TX 78723 • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2011 | 05/2025 |
| Bbva Securities Inc. | Austin | TX | 05/2013 | 12/2021 |
| Bbva Wealth Solutions Inc. | Austin | TX | 05/2016 | 12/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2012 | 05/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 05/2025 |
| University Federal Credit Union | Austin | TX | 12/2021 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1- 05/15/2025 - UFCU Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/24/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-08 |
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