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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-26 |
Branch Locations
6210 Wooldridge Rd, Corpus Christi, TX 78414-2528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corpus Christi Financial Group | Corpus Christi | TX | 08/2016 | Present |
| Voya Financial Advisors, Inc. | Corpus Christi | TX | 08/2016 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 07/2021 |
| Lpl Financial, Llc | Corpus Christi | TX | 08/2021 | Present |
1. 08/26/2021 - CORPUS CHRISTI FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CORPUS CHRISTI, TX - Start date: 08/2021 2. 05/30/2023 - JW Ag Service - Not Investment Related - Home Based - Rep's Business - 50% Owner - Start Date 03/24/2023 - 5 Hours Per Month/ 0 During Securities Trading 3. 10/06/2025 - Coastal Financial - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv rel - Start date:10/29/2025 - 40hrs/ mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-11 |
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