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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-01 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 590, Sugar Land, TX 77478 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-06-17 |
Branch Locations
77 Sugar Creek Center Blvd. Suite 390, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peb Financial Group, Inc. | Houston | TX | 11/1996 | Present |
| Lincoln Investment Planning, Inc. | Sugar Land | TX | 05/2005 | Present |
Jeff Farris CFP LLC Position: Owner Nature: book keeping purposes Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 1/1/2026 Address: 14023 Halprin Creek Dr Cypress, TX 77429 Description: No Duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-22 |
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