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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED | 2008-05-27 |
Branch Locations
14066 Northwest Blvd, Corpus Christi, TX 78410 • United States
1800 Us Hwy 181, Portland, TX 78374 • United States
301 West Sinton St, Sinton, TX 78387 • United States
4622 Everhart Rd, Corpus Christi, TX 78411 • United States
1317 Waldron, Corpus Christi, TX 78148 • United States
2501 W Wheeler Ave., Aransas Pass, TX 78336 • United States
221 S Shoreline Blvd, Corpus Christi, TX 78401 • United States
311 N Virginia St, Port Lavaca, TX 77979 • United States
1916 7Th St, Bay City, TX 77414 • United States
6411 North Navarro St, Victoria, TX 77904 • United States
6130 South Staples, Corpus Christi, TX 78413 • United States
Portland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibc Bank | Corpus Christi | TX | 04/2007 | Present |
| Lpl Financial, Llc | Corpus Christi | TX | 05/2008 | Present |
(1) 12/11/2009: IBC Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 08/09/2016: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - IBC Bank owns IBC Insurance Agency. As a result all future life, health, disability, & long-term care insurance business will be process by the IBC Investment advisors through that agency. (3) 09/09/2016: No Business Name - Non-Variable Insurance - Investment Related - 221 Shoreline Corpus Christi, Tx 78401 - Start 10/25/2011 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Agent / Insurance Types: Life, Health, Disability, LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
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