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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-22 |
Branch Locations
19230 Stone Oak Pkwy #310, San Antonio, TX 78258 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
211 N Loop 1604 E, Suite 165, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2017 | 04/2021 |
| Alamo Volleyball Association | San Antonio | TX | 06/2011 | Present |
| Sigma Financial Corporation | Ann Arbor | MI | 04/2021 | 05/2023 |
| Sigma Planning Corporation | Ann Arbor | MI | 04/2021 | 05/2023 |
| Lpl Financial Llc | San Antonio | TX | 05/2023 | Present |
1. 07/06/2023 - Alamo Volleyball Association - Not Investment Related - 19208 Reata Trail, San Antonio, TX - Sports Coach - Volleyball Coach - Start Date 6/20/2011 - Time Spent 10% 2. 07/06/2023 - Upstream Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/01/2021 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 30%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-14 |
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