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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
13750 San Pedro Ave, Ste 743, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | San Antonio | TX | 07/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 07/2012 | 07/2021 |
| San Antonio Human Resources Management Association | San Antonio | TX | 05/2016 | 01/2017 |
| San Antonio Human Resources Management Association | San Antonio | TX | 04/2016 | 01/2017 |
| Rental Property | San Antonio | TX | 04/2011 | 07/2021 |
| The Institute Of Management Accountants | San Antonio | TX | 09/2018 | Present |
| Lpl Financial Llc | San Antonio | TX | 07/2021 | Present |
1) 2010 - Real Estate Rental / Vivian Chang / Investment Related / 0Hrs/Mo During Trading / 8808 Salvestrin Point Ave Las Vegas, NV 89148-4975
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-24 |
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