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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
San Antonio, TX • United States
5700 Granite Pkwy Suite 360, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Naval Air Warfare Center Weapons Division | China Lake | CA | 12/2015 | 06/2020 |
| United States Navy Reserve | Washington | DC | 03/2003 | Present |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 08/2022 | 08/2023 |
| Fernando Suarez - Northwestern Mutual Office | San Antonio | TX | 08/2023 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2023 | 08/2024 |
| United States Navy Naval Special Warfare Group 8 | Virginia Beach | VA | 06/2020 | 05/2022 |
| Unemployed | San Antonio | TX | 05/2022 | 08/2022 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 08/2022 | 05/2024 |
| Zachary Shannon - Northwestern Mutual Office | San Antonio | TX | 05/2024 | 08/2024 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 06/2024 | 08/2024 |
| Global View Capital Advisors, Llc | Waukesha | WI | 08/2025 | 03/2026 |
| Global View Capital Management, Llc | Waukesha | WI | 08/2025 | 03/2026 |
| Lpl Enterprise Llc | Plano | TX | 03/2026 | Present |
1. 03/16/2026 - Kristine Beaver, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - San Antonio, TX - OBA Start Date: 03/02/2026 2. 03/16/2026 - Wilderness Pointe HOA - Non-Profit Board Member - Not Inv Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - San Antonio, TX - OBA Start Date: 12/01/2025 3. 03/16/2026 - United States Navy Reserve - Outside/W-2 Employment - Not Inv Related - 30 Hour(s)/Month - 00 Hour(s) During Trading - Fallon, NV - OBA Start Date: 03/26/2003 4. 03/16/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - San Antonio, TX - OBA Start Date: 03/02/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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