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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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