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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
520 E Nolana Ave Ste 120, Mcallen, TX 78504-2682 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Harlingen | TX | 11/2010 | 12/2021 |
| Wells Fargo Advisors Llc | Harlingen | TX | 02/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Harlingen | TX | 11/2016 | 12/2021 |
| Lone Star National Bank | Mcallen | TX | 01/2022 | Present |
| Lpl Financial | Mcallen | TX | 04/2022 | Present |
1. 04/21/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name LSNB Investment Services - Investment Related - At Reported Business Location(s) 2. 04/21/2022 - Lone Star Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Relationship Manager - Start Date: 1/3/2022 - 0 Hours Per Month/0 Hours During Securities Trading 3. 05/08/2026 - Lone Star Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-12 |
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