Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-18
  • TX RA
    APPROVED
    Since 2022-05-18

Branch Locations

7227 Viscount Blvd, El Paso, TX 79925 • United States

7410 Helen Of Troy, El Paso, TX 79912 • United States

5710 N Mesa, El Paso, TX 79912 • United States

11987 Rojas, El Paso, TX 79936 • United States

1545 N Lee Trevino, El Paso, TX 79936 • United States

12400 Montwood Dr, El Paso, TX 79928 • United States

7955 N Mesa Ste B, El Paso, TX 79912 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc Waverly IA 06/2016 Present
Gecu El Paso TX 06/2016 Present
Lpl Financial Llc El Paso TX 05/2022 Present
  • 06/2016 → Present
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 06/2016 → Present
    Gecu
    El Paso, TX
  • 05/2022 → Present
    El Paso, TX
Previous Registrations
  • 2016-06-15 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Waverly, IA
    El Paso, TX
  • 2014-11-21 → 2016-06-03
    Pnc Managed Account Solutions, Inc.
    El Paso, TX
Other Businesses

1)05/18/2022 GECU Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business) 2)05/18/2022 GECU- Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Advisor- Start Date- 5/31/2016- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-17
S63 Uniform Securities Agent State Law Examination 2010-08-13
  • S66 Uniform Combined State Law Examination
    2014-11-17
  • S63 Uniform Securities Agent State Law Examination
    2010-08-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in El Paso, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor