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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
3115 W Loop 306, Ste 100B, San Angelo, TX 76904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Austin | TX | 10/2021 | 11/2024 |
| Nylife Securities Llc | Austin | TX | 04/2022 | 11/2024 |
| Supply Preacher | Fort Worth | TX | 05/2021 | 05/2022 |
| Central Christian Church Of The Arts District | Fort Worth | TX | 11/2017 | 06/2020 |
| Central Baptist Church | Itasca | TX | 08/2017 | 11/2017 |
| Southwestern Baptist Theological Seminary | Fort Worth | TX | 08/2016 | 05/2021 |
| Next Financial Group | San Angelo | TX | 10/2024 | 07/2025 |
| Lpl Financial Llc | San Angelo | TX | 07/2025 | Present |
1. 07/10/2025- Community Hills Christian Church-Other- Not INV Related- At San Angelo, TX- Start date 10/31/2021- 10 Hours Per Month 2. 07/10/2025- TransAmerica LIfe Insurance-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 11/06/2024- 2 Hours Per Month- 2 Hours During Trading 3. 07/10/2025- Concho Valley Workforce Development Board- Non-Profit Board Member- Not INV Related- At San Angelo, TX- Start date 09/21/2023- 2 Hours Per Month- 2 Hours During Trading 4. 07/10/2025- BKM Financial, LLC.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/02/2024- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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