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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-06 |
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