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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
Branch Locations
1101 Salem Rd Suite E, Victoria, TX 77904-1915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Academy Sports And Outdoors | Lubbock | TX | 09/2023 | 01/2024 |
| National Financial Alliance | San Antonio | TX | 05/2024 | Present |
| Student At Refugio Highschool | Refugio | TX | 08/2015 | 05/2023 |
| Student At Texas Tech/Texas At San Antonio | San Antonio | TX | 08/2023 | 07/2025 |
| Lpl Financial Llc | Victoria | TX | 10/2025 | Present |
1) 09/2025 - National Financial Alliance / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 12/18/2025-Strategic Financial Concepts, LLC-Admin-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 09/25/2025-160hrs/mth-8hrs/mth during trading. I provide administrative support to Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
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