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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 250, 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 | 10/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 04/2010 | 07/2021 |
| Llah Llc | San Antonio | TX | 01/2018 | 07/2021 |
| Pontem Llc | San Antonio | TX | 06/2018 | 07/2021 |
| Lpl Financial Llc | San Antonio | TX | 07/2021 | Present |
1) 9/2021 - Non-Variable Insurance - Christopher Hall - Investment Related - 7 hr/mon - San Antonio, TX 78232 2) 1/2018 - Business Entity For Tax/Investment Purposes Only - LLAH LLC - Not Investment Related - San Antonio, TX 78261 3) 04/10/2025 - 7 Strand Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 4 Hrs/Mth - 0 Hrs During Trading. 4) 04/08/2025 - LLAH LLC - Not investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:03/03/2025 - 4 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-25 |
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