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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Caribella Homes | Mcallen | TX | 01/2009 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2022 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Houston | TX | 12/2022 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2023 | 08/2023 |
| Lpl Financial Llc | Mcallen | TX | 08/2023 | Present |
| Lone Star National Bank | Mcallen | TX | 08/2023 | Present |
1) 8/21/2023- Caribella Construction LLC - Owner - Sub Contractors - Non-Inv. Related- McAllen, TX - start date 1/1/2009- 10hrs/mth 2) 08/21/2023 - LSNB Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3) 01/26/2024 - Lone Star National Bank Wealth Management - Financial Institution Duty - Relationship Manager - Not Investment Related - At Reported Business Location(s) - Start Date 09/11/2023 - 20 Hours Per Month/ 5 Hours During Trading 4) 04/14/2025 - FBTE Logistics LLC - Investment Related - Rep's Business - McAllen, TX - Start Date: 05/01/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
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