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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
13341 W Us 290 Bldg 2 Mb 18, Austin, TX 78737 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Austin | TX | 05/2026 | Present |
| Frost Brokerage Services, Inc. | Houston | TX | 03/2023 | 06/2024 |
| Pnc Bank | Houston | TX | 12/2021 | 02/2023 |
| James Reynolds Spiegelhauer & Ask | Bryan | TX | 02/2020 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | College Station | TX | 06/2024 | 05/2026 |
| Texas A&M University | College Station | TX | 08/2017 | 08/2021 |
| Bryan High School | Bryan | TX | 08/2013 | 05/2017 |
| Bank Of America, N.A. | College Station | TX | 08/2024 | 05/2026 |
1. 05/2026 - Schreier Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 10 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/22/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-15 |
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