Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22

Branch Locations

6210 Wooldridge Rd, Corpus Christi, TX 78414-2528 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corpus Christi Financial Group Corpus Christi TX 01/2025 Present
Today's Vision Corpus Christi TX 10/2021 01/2025
Corpus Christi Financial Group Corpus Christi TX 07/2024 01/2025
Hamlin Pharmacy Corpus Christi TX 08/2021 10/2021
Texas A&M University - Corpus Christi Corpus Christi TX 08/2022 Present
Ihop Corpus Christi TX 06/2021 08/2021
Wb Ray High School Corpus Christi TX 08/2018 05/2022
Hamlin Middle School Corpus Christi TX 08/2015 05/2018
  • 01/2025 → Present
    Corpus Christi Financial Group
    Corpus Christi, TX
  • 10/2021 → 01/2025
    Today's Vision
    Corpus Christi, TX
  • 07/2024 → 01/2025
    Corpus Christi Financial Group
    Corpus Christi, TX
  • 08/2021 → 10/2021
    Hamlin Pharmacy
    Corpus Christi, TX
  • 08/2022 → Present
    Texas A&M University - Corpus Christi
    Corpus Christi, TX
  • 06/2021 → 08/2021
    Ihop
    Corpus Christi, TX
  • 08/2018 → 05/2022
    Wb Ray High School
    Corpus Christi, TX
  • 08/2015 → 05/2018
    Hamlin Middle School
    Corpus Christi, TX
Other Businesses

1. 07/02/2025 - Corpus Christi Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 06/25/2025 - 160 Hour/Month - 8 Hour During Trading . 2) 10/07/2025 - Coastal Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported business location(s) - Stat Date:10/29/2025 - 10 Hrs/Mth - 10 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-20
  • S66 Uniform Combined State Law Examination
    2025-08-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Corpus Christi, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor