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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aes Drilling Fluids | Houston | TX | 05/2023 | 07/2023 |
| Surgilogix | San Antonio | TX | 05/2021 | 07/2021 |
| Unemployed | New Braunfels | TX | 03/2014 | 04/2021 |
| Unemployed | College Station | TX | 08/2021 | 04/2023 |
| Unemployed | San Antonio | TX | 08/2023 | 03/2024 |
| Charles Schwab & Co., Inc | Austin | TX | 03/2024 | 04/2026 |
| Lpl Financial Llc | Austin | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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