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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2013-12-18 |
Branch Locations
1506 Winding Way Bldg 108 Suite 504, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | The Woodlands | TX | 12/2013 | Present |
1. 12/18/2013 - JASON STEPHENS INSURANCE/ NON-VARIABLE INSURANCE/ 10%/ THE WOODLANDS, TX. 2. 3/5/2018 - J Stephens Enterprises LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2018 - 0 Hours Per Month. 3. 6/17/2020 - J Stephens Enterprises - DBA: 29:18 Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2020 - 160 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-10 |
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