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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-24 |
Branch Locations
7500 Rialto Blvd Ste 230 Bldg 1, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Austin | TX | 05/2018 | 10/2021 |
| Westlake High School | Austin | TX | 07/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 11/2023 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 10/2021 | 11/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2023 | 11/2023 |
| Lpl Financial Llc | Austin | TX | 11/2023 | Present |
1) 11/03/2023 - Baner - Non-Variable Insurance Trails only - MaryIand 21704 - Investment related - 1 Hour per month - Start date: 10/1/2023. 2) 11/03/2023 - The Fox AIliance - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-08 |
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