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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 10/2010 | 05/2020 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 10/2010 | 05/2020 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co., Inc. | Tampa | FL | 05/2020 | 03/2025 |
| Charles Schwab Bank, Ssb | Tampa | FL | 05/2020 | 03/2025 |
| Lpl Financial Llc | Tampa | FL | 04/2025 | Present |
1)04/04/2025 - Genesis Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-02 |
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