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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
5050 N Desert Blvd, El Paso, TX 79912 • United States
1555 N Lee Trevino Dr, El Paso, TX 79936 • United States
15002 Darrington Rd, Horizon City, TX 79928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | El Paso | TX | 01/2012 | 04/2020 |
| Wells Fargo Advisors Llc | El Paso | TX | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | El Paso | TX | 11/2016 | 04/2020 |
| Unemployed | Canutillo | TX | 05/2020 | 11/2020 |
| Valic Financial Advisors, Inc. | Plano | TX | 11/2020 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Cruces | NM | 03/2021 | 01/2022 |
| Bank Of America, N.A. | Las Cruces | NM | 05/2021 | 01/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2022 | Present |
| Cuna Mutual Group | Waverly | IA | 02/2022 | Present |
| Lpl Financial Llc | El Paso | TX | 05/2022 | Present |
1. 05-18-2022-FirstLight Insurance, Retirement & Investment Services- Investment Related- AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-02 |
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