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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-23 |
Branch Locations
802 N Carancahua St, Ste 220, Corpus Christi, TX 78401 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Corpus Christi | TX | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corpus Christi | TX | 11/2016 | 03/2024 |
| Lpl Financial Llc | Corpus Christi | TX | 03/2024 | Present |
1- 03/2024 / Spotlight Financial / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 01/22/2025- Cuci Corp- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 03/22/2024- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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