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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
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 | 02/2016 | 08/2021 |
| Bbva Securities Inc. | Tyler | TX | 02/2016 | 08/2021 |
| Bbva Wealth Solutions Inc. | Tyler | TX | 02/2016 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2016 | 08/2021 |
| Pnc Investments | Kaufman | TX | 08/2021 | 01/2026 |
| Lpl Financial Llc | Tyler | TX | 01/2026 | Present |
1. 12/2025 - Income Solutions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/23/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-26 |
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