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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
Branch Locations
13750 San Pedro Ave Ste 350, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pontem Financial | San Antonio | TX | 05/2024 | Present |
| Subway | San Antonio | TX | 05/2020 | 06/2020 |
| Bill Millers | San Antonio | TX | 08/2020 | 12/2020 |
| Jon Hart | San Antonio | TX | 01/2020 | 12/2022 |
| Reynolds And Reynolds | San Antonio | TX | 05/2023 | 08/2023 |
| Lpl Financial | San Antonio | TX | 12/2024 | Present |
| Basis San Antonio | San Antonio | TX | 08/2013 | 06/2022 |
| Texas A&M At Corpus Christi | Corpus Christi | TX | 08/2022 | 07/2023 |
| Texas A&M University | College Station | TX | 08/2023 | 12/2025 |
1. 04/2026 - Pontem Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/23/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
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