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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
1716 Briarcrest Dr Ste 328, Bryan, TX 77802 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1716 Briarcrest Drive, Suite 508, Bryan, TX 77802 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2010 | 03/2018 |
| Bank Of America, N.A. | Houston | TX | 01/2010 | 03/2018 |
| Jp Morgan Chase Bank, N.A. | College Station | TX | 03/2018 | 09/2024 |
| Jp Morgan Securities, Llc | College Station | TX | 03/2018 | 09/2024 |
| Lpl Financial Llc | Bryan | TX | 04/2025 | Present |
| Unemployed | College Station | TX | 10/2024 | 12/2024 |
| Texas A&M University | College Station | TX | 01/2025 | Present |
1.04/14/2025; TX A&M University; Outside/W-2 Employment; Not Investment Related; 411 Bizzell College Station,TX; Start Date 02/01/2025; 40hrs/mth; 2hrs during trading 2.04/14/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Erskine Group, LLC; Investment Related; at Reported Business Location(s); Start Date 01/21/2025; 40hrs/mth; 8hrs during trading 3.08/19/2026; Micro1; Outside/W-2 Employment; Not Investment Related; Palo Alto,CA; Start Date 07/16/2026; 40hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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