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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
The Colony, TX • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 08/2017 |
| Compass Bank | Birmingham | AL | 10/2017 | 05/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 10/2017 | 05/2021 |
| Bbva Securities Inc. | Denton | TX | 10/2017 | 05/2021 |
| Bbva Wealth Solutions Inc. | Denton | TX | 10/2017 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flower Mound | TX | 05/2021 | 05/2024 |
| Bank Of America, N.A. | Flower Mound | TX | 05/2021 | 05/2024 |
| Lpl Financial Llc | The Colony | TX | 05/2024 | Present |
1. 04/01/2024- Legacy Blueprint Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 04/01/2024- Real Estate Rental- TX 75056- 2 hrs per mnth- start date 12/15/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-23 |
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