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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
162 W. Mill Street, New Braunfels, TX 78130 • United States
162 W. Mill Street, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 11/2022 | 01/2025 |
| 4Life Wealth Advisors | New Braunfels | TX | 11/2022 | 01/2025 |
| Heb | Kyle | TX | 10/2021 | 11/2022 |
| Texas State University | San Marcos | TX | 08/2018 | 08/2023 |
| Calhoun High School | Port Lavaca | TX | 08/2014 | 08/2018 |
| Lpl Financial Llc | New Braunfels | TX | 01/2025 | Present |
1 - 01/2025 - 4Life Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
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