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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8310 N Capital Of Texas Hwy Suite 275, Austin, TX 78731 • United States
8310 N Capital Of Texas Highway Suite 275, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usca Securities Llc | Austin | TX | 06/2015 | 05/2025 |
| U.S. Capital Wealth Advisors, Llc | Austin | TX | 06/2021 | 05/2025 |
| Usca Ria Llc | Austin | TX | 06/2015 | 06/2021 |
| Lpl Financial | Austin | TX | 05/2025 | Present |
1 - 05/2025 - Stonebridge Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 1200 Hours/Month - 40 Hours During Trading - At reported business location(s) 2 - 05/2025 - Board Member of Elgin MUD 1 - Non-Profit Board Member - Not Inv Related - 1 Hour/Month - Austin, TX - OBA Start Date: 08/29/2019. 3 - 05/2025 - SB Wealth Advisors LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - Austin, TX - OBA Start Date: 04/23/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-22 |
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