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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-08 |
| TX | RA | APPROVED | 2018-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beaumont | TX | 07/2012 | 08/2018 |
| Lpl Financial, Llc | Beaumont | TX | 08/2018 | Present |
1) 8/20/2018 - NON-VARIABLE INSURANCE - CRAVEN'S INSURANCE AGENCY - SILSBEE, TX 2) 8/20/2018 - DBA FOR LPL BUSINESS - SATRE & ASSOCIATES - BEAUMONT, TX 3) 8/20/2018 - REAL ESTATE RENTAL - SATRE INVESTMENTS LLC - 4184 Treadway Rd; Beaumont, TX 77706 4) 8/20/2018 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - SATRE FINANCIAL GROUP - BEAUMONT, TX 5) 8/20/2018 - MEDIATOR FOR DISPUTE RESOLUTION CENTER JEFFERSON COUNTY TEXAS - 215 FRANKLIN ST #131A, BEAUMONT, TX. 6) 6/4/2019 - Cravens Insurance Group LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 06/01/2019 - 8 Hours Per Month During Securities Trading - Owner, and primary license holder of the agency. 7) 10/25/2021 - Satre Investments LLC - Investment Related - Missouri - Other-Cattle Ownership - Started 06/04/2010 - 1 Hour Per Month/0 Hours During Securities Trading - Owns some cattle (beef) with a friend for the purpose of selling it for a profit. 8) 01/26/2024 - EQUITABLE DIVORCE STRATEGIES LLC, DBA EDS LLC - Divorce Planning and Tax Preparation - Investment Related - At Reported Business Location(s) - Start Date 07/01/2022 - 175 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-29 |
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