Best Investors Account Sign in

Timothy Carl Satre

LPl Financial LLC

Beaumont, TX

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-08
TX RA APPROVED 2018-08-20
  • CA RA
    APPROVED
    Since 2022-03-08
  • TX RA
    APPROVED
    Since 2018-08-20

Branch Locations

4184 Treadway Rd., Beaumont, TX 77706 • 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
Ameriprise Financial Services, Inc. Beaumont TX 07/2012 08/2018
Lpl Financial, Llc Beaumont TX 08/2018 Present
  • 07/2012 → 08/2018
    Ameriprise Financial Services, Inc.
    Beaumont, TX
  • 08/2018 → Present
    Beaumont, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-09-29
  • S63 Uniform Securities Agent State Law Examination
    1988-09-29
Designations
Other Names
  • Tim Satre

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beaumont, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor