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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-02 |
Branch Locations
7908 N. Sam Houston Pkwy #500, Houston, TX 77064 • 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 |
|---|---|---|---|---|
| Custom Benefit Services Of Houston, Inc | Houston | TX | 01/1997 | Present |
| Lpl Financial, Llc | Houston | TX | 02/2015 | Present |
1. 4/18/2017 - Alliance Benefit Group of Houston, Inc. - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Started 01/01/1997 - 2 Hours Per Month During Securities Trading. 2. 11/6/2017 - ABG Consulting - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/26/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 11/6/2017 - Custom Benefit Services of Houston, Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 07/01/1978 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-23 |
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