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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
1100 Nw Loop 410, Suite 800, Castle Hills, TX 78213 • United States
6000 Nw Loop 410, San Antonio, TX 78238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navy Federal Brokerage Services, Llc | San Antonio | TX | 08/2016 | 07/2020 |
| Navy Federal Financial Group, Llc | San Antonio | TX | 08/2016 | 07/2020 |
| Navy Federal Brokerage Services, Llc | San Antonio | TX | 01/2017 | 07/2020 |
| Bbva Usa | Birmingham | AL | 08/2020 | 02/2021 |
| Bbva Securities Inc | San Antonio | TX | 08/2020 | 02/2021 |
| Bbva Insurance Agency Inc | Austin | TX | 08/2020 | 02/2021 |
| Bbva Wealth Solutions, Inc. | San Antonio | TX | 08/2020 | 02/2021 |
| Generations Community Federal Credit Union | San Antonio | TX | 02/2021 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2021 | 05/2025 |
| Lpl Financial Llc | Castle Hills | TX | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Generations Investment Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 16-MAY-25 - 150 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-06 |
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