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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | TEMPREG | 2026-08-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8500 Cypresswood Drive, Spring, TX 77379 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas State University | San Marcos | TX | 08/2012 | 05/2017 |
| Thcua | Austin | TX | 04/2016 | 08/2017 |
| Resolute Health Hospital | New Braunfels | TX | 05/2017 | 08/2017 |
| Usa Managed Care Organization | Austin | TX | 08/2017 | 06/2018 |
| Axa Advisors | Austin | TX | 12/2017 | 02/2018 |
| Raymond James & Associates | Austin | TX | 02/2019 | 05/2020 |
| Chace Homecare | Austin | TX | 06/2018 | 02/2019 |
| Triad Advisors | Norcross | GA | 08/2020 | 02/2023 |
| Triad Hybrid Solutions | Norcross | GA | 08/2020 | 02/2023 |
| Fidelity Investments | Westlake | TX | 02/2023 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Austin Bank | Spring | TX | 08/2026 | Present |
| Lpl Financial | Spring | TX | 08/2026 | Present |
| Rideshare | Spring | TX | 01/2018 | Present |
| Ihost Poker | Houston | TX | 01/2018 | Present |
1. 08/2026 - AB Financial Services - DBA for LPL Business (entity for LPL business) - INV REL- 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 08/24/2026 2. 08/2026 - Driving - Rideshare - Not INV REL- 01 Hrs/Mth - 00 Hrs During Trading - Magnolia, TX 77354 - OBA Start Date: 01/01/2018 3. 08/2026 - iHost Poker - Other - Not INV REL- 01 Hrs/Mth - 00 Hrs During Trading - Magnolia, TX 77354 - OBA Start Date: 01/01/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-31 |
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