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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Friendswood | TX | 08/2017 | 08/2018 |
| Texas Legacy Wealth Management | San Antonio | TX | 01/2014 | 07/2017 |
| Lpl Financial Llc | San Antonio | TX | 01/2014 | 07/2017 |
| Unemployed | League City | TX | 09/2018 | 10/2018 |
| Jpmorgan Chase Bank, N.A. | League City | TX | 11/2018 | 08/2021 |
| J.P. Morgan Securities Llc | League City | TX | 11/2018 | 08/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2021 | 05/2025 |
| Lpl Financial Llc | Pasadena | TX | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Gulf Coast Educators Investment Center - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 150 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-07 |
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