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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
703 Lavaca Street, Austin, TX 78701 • United States
301 W. Slaughter Ln Suite A, Austin, TX 78748 • United States
130 E Ben White Blvd, Austin, TX 78704 • United States
2244 Guadalupe Street, Austin, TX 78705 • United States
4410 South Fm 1626, Kyle, TX 78640 • United States
1190 Thorpe Ln, San Marcos, TX 78666 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Army Reserve | San Antonio | TX | 01/2006 | 04/2019 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 10/2016 |
| Swbc Investment Services Llc | San Antonio | TX | 01/2017 | 06/2020 |
| Swbc Investment Services | San Antonio | TX | 01/2018 | 06/2020 |
| The Prudential Insurance Company Of America | San Marcos | TX | 06/2020 | 04/2024 |
| Pruco Securities Llc | San Marcos | TX | 06/2020 | 04/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2024 | 05/2025 |
| University Federal Credit Union | Kyle | TX | 04/2024 | Present |
| Lpl Financial Llc | Austin | TX | 05/2025 | Present |
1- 05/15/2025 - UFCU Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/15/2025 - 40 hours per month/ during trading 2- 05/15/2025 - Author - Not Investment Related - Home Based - Start Date 05/15/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-27 |
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