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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-26 |
Branch Locations
2041 Orchid Avenue, Ste 203, Mcallen, TX 78504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost Bank | Mcallen | TX | 10/2006 | 01/2018 |
| Frost Brokerage Services | San Antonio | TX | 01/2009 | 01/2018 |
| Frost Investment Services, Llc | Mcallen | TX | 02/2017 | 01/2018 |
| Lpl Financial, Llc | Mcallen | TX | 01/2018 | Present |
1. 10/1/2018 - BLUESTONE WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/22/2018 - 40 Hours Per Month During Securities Trading. 2. 2/26/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Started 02/15/2019 - 1 Hour Per Month During Securities Trading. 3. 3/1/2023 - iBursa, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 02/22/2023 - 2 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-30 |
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