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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso | TX | 08/2015 | 08/2022 |
| Bank Of America, N.A. | El Paso | TX | 08/2015 | 08/2022 |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2022 | 12/2022 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 08/2022 | 12/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Paso | TX | 12/2022 | 05/2026 |
| University Of Phoenix | El Paso | TX | 08/2018 | 01/2023 |
| Bank Of America N.A. | El Paso | TX | 03/2023 | 05/2026 |
| Lpl Financial | El Paso | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
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