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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
13750 San Pedro Ave, Ste 145, San Antonio, TX 78232 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | San Antonio | TX | 03/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 06/2010 | 07/2021 |
| Lpl Financial Llc | San Antonio | TX | 07/2021 | Present |
1- 03/2016 / DBA for LPL Business (entity for LPL business) / Pharos Wealth Strategies / 40 HR MNTH / Investment Related / SA TX 78232 2- 06/01/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/17/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-20 |
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