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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-17

Branch Locations

3140 Executive Dr, San Angelo, TX 76904 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Legacy Wealth Management San Angelo TX 11/2025 Present
Unemployed San Angelo TX 09/2025 10/2025
City National Bank Of Colorado City San Angelo TX 12/2023 08/2025
Unemployed San Angelo TX 06/2023 11/2023
Motiva San Angelo TX 06/2022 08/2022
Southside Bank San Angelo TX 06/2021 08/2021
Texas A&M University College Station TX 08/2018 05/2023
Texas Energy Musuem Beaumont TX 06/2016 08/2019
Westbrook High School Beaumont TX 08/2014 05/2018
Lpl Financial San Angelo TX 11/2025 Present
  • 11/2025 → Present
    First Legacy Wealth Management
    San Angelo, TX
  • 09/2025 → 10/2025
    Unemployed
    San Angelo, TX
  • 12/2023 → 08/2025
    City National Bank Of Colorado City
    San Angelo, TX
  • 06/2023 → 11/2023
    Unemployed
    San Angelo, TX
  • 06/2022 → 08/2022
    Motiva
    San Angelo, TX
  • 06/2021 → 08/2021
    Southside Bank
    San Angelo, TX
  • 08/2018 → 05/2023
    Texas A&M University
    College Station, TX
  • 06/2016 → 08/2019
    Texas Energy Musuem
    Beaumont, TX
  • 08/2014 → 05/2018
    Westbrook High School
    Beaumont, TX
  • 11/2025 → Present
    Lpl Financial
    San Angelo, TX
Other Businesses

1. First Legacy Wealth Management - DBA email address (@firstlegacy.com instead of @lpl.com) for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - Financial assistant -- OBA Start Date: 11/03/2025 2. Echo Animal Services - Other (Mobile Dog Grooming) - Not Inv Related -- Husband of owner, assisting with budgeting and maintenance after 5pm and during weekends - 15 Hour(s)/Month - 0 Hour(s) During Trading - San Angelo and Midland, TX, 76904 - OBA Start Date: 12/03/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-17
  • S66 Uniform Combined State Law Examination
    2026-07-17

View on SEC IAPD

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