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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2020-07-23 |
| TX | RA | APPROVED | 2018-08-06 |
Branch Locations
401 E Sonterra Blvd Ste 375, San Antonio, TX 78258 • United States
San Antonio, TX • 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 |
|---|---|---|---|---|
| Swbc Investment Services | San Antonio | TX | 02/2010 | 07/2018 |
| Lpl Financial | San Antonio | TX | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-11 |
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