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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
6721 Mcpherson Road, Laredo, TX 78041 • United States
1825 N Loop 1604 W Suite 150, San Antonio, TX 78248 • United States
2411 Veterans Blvd , Del Rio, TX 78840 • United States
85 Ne Loop 410 Suite 120, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Community Bank | Laredo | TX | 01/2007 | 10/2025 |
| Investment Professionals, Inc. | San Antonio | TX | 07/2015 | 08/2018 |
| Infinex Investments, Inc. | Meriden | CT | 08/2018 | 10/2025 |
| Raymond James Financial Services, Inc. | Laredo | TX | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Laredo | TX | 10/2025 | Present |
| Osaic Institutions, Inc. | Laredo | TX | 08/2018 | 10/2025 |
(1)Name of Business: Lebrun Address: 3306 McCallister , Laredo, TX, 78045, United States Activity Type: Control Person Position/Title: Other fiduciary relationship (Acting) Investment Related: Yes Start Date: 06/22/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am Managing Member of LG Investments LLC a family entity for the investment of personal and family assets for myself (managing member) and Richard Lebrun (limited partner). Richard Lebrun is also in the securities industry working at Pimco as a Managing Director and Head of Alternatives Business Management located in Newport Beach office. (2)Name of Business: TCB Investments Address: 6721 McPherson Rd, Laredo, TX, 78041-6404, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Associate/Employee Investment Related: No Start Date: 10/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Finacial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
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