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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-08 |
Branch Locations
18911 Hardy Oak Blvd Ste 225, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Sales Agent | San Antonio | TX | 07/2003 | 08/2017 |
| Lpl Financial Llc | San Antonio | TX | 01/2007 | 09/2017 |
| Sagepoint Financial, Inc. | San Antonio | TX | 09/2017 | 10/2019 |
| Lpl Financial, Llc | San Antonio | TX | 11/2019 | Present |
1. 01/01/2001 - KELLY WELKER/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ SAN ANTONIO, TX 2. 01/23/2012 - RENAISSANCE WEALTH MANAGEMENT GROUP OF TX/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SAN ANTONIO, TX 3. 10/31/2001 - WELKER FINANCIAL STRATEGIES LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 14701 SAN PEDRO AVE, STE 230 SAN ANTONIO TX 78232 4. 08/08/2024 - Renaissance Wealth Management Group of Texas LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-14 |
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