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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-22
  • TX RA
    APPROVED
    Since 2025-04-22

Branch Locations

4900 W Express Way Ste 108, Mcallen, TX 78501 • United States

200 N Britton Ave, Rio Grande City, TX 78582 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Bank Birmingham AL 08/2010 04/2021
Bbva Wealth Solutions Inc. Mission TX 10/2010 04/2021
Bbva Securities Inc. Mission TX 05/2013 04/2021
Bbva Compass Insurance Agency, Inc. Ausitn TX 08/2010 04/2021
Cetera Advisor Networks Llc El Segundo CA 04/2021 04/2025
Aleph Enterprises, Llc Mission TX 06/2020 Present
Lpl Financial Llc Mcallen TX 04/2025 Present
Summit Financial Group Mcallen TX 04/2021 05/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 04/2025
  • 08/2010 → 04/2021
    Compass Bank
    Birmingham, AL
  • 10/2010 → 04/2021
    Bbva Wealth Solutions Inc.
    Mission, TX
  • 05/2013 → 04/2021
    Bbva Securities Inc.
    Mission, TX
  • 08/2010 → 04/2021
    Bbva Compass Insurance Agency, Inc.
    Ausitn, TX
  • 04/2021 → 04/2025
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 06/2020 → Present
    Aleph Enterprises, Llc
    Mission, TX
  • 04/2025 → Present
    Mcallen, TX
  • 04/2021 → 05/2021
    Summit Financial Group
    Mcallen, TX
  • 06/2023 → 04/2025
    Schaumburg, IL
Previous Registrations
  • 2023-06-29 → 2025-04-23
    Rio Grande City, TX
    Mcallen, TX
  • 2021-05-05 → 2023-06-29
    Cetera Wealth Services, Llc
    Rio Grande City, TX
    Boca Raton, FL
    Mcallen, TX
    Mcallen, TX
    Mcallen, TX
  • 2021-05-03 → 2021-05-05
    Summit Financial Group Inc
    Boca Raton, FL
    Mcallen, TX
  • 2010-10-15 → 2021-05-03
    Pnc Managed Account Solutions, Inc.
    Houston, TX
    Houston, TX
    Mission, TX
    Mcallen, TX
    Mission, TX
  • 2010-08-24 → 2010-10-15
    St Johns Wealth Management
    Mission, TX
  • 2008-07-18 → 2010-07-30
    Chase Investment Services Corp.
    Mcallen, TX
    Mission, TX
    Mcallen, TX
    Mission, TX
    Mcallen, TX
    San Antonio, TX
Other Businesses

1) 02/04/2025 - Goldenbridge Wealth - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/04/2025 - Aleph Enterprises, LLC - Real Estate Rental - Owner - Inv Rel - Mission, TX - Start: 06/2020 - 5 Hr/Mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-16
S63 Uniform Securities Agent State Law Examination 2006-03-06
  • S66 Uniform Combined State Law Examination
    2008-07-16
  • S63 Uniform Securities Agent State Law Examination
    2006-03-06
Other Names
  • Eli Alonzo
  • Eliab F Alonzo
  • Eliab Fernando Alonzo
  • Eliab F Alonzo

View on SEC IAPD

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