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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-05 |
Branch Locations
1717 N. Laurent, Ste. 103, Victoria, TX 77901 • United States
117 E Church St, Cuero, TX 77954 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed, Cpa | Yorktown | TX | 01/1990 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2011 | 08/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2011 | 08/2018 |
| Lpl Financial Llc | Victoria | TX | 09/2018 | Present |
1)9/5/18- ILENE B. GOHMERT, CPA- Tax Prep/Accounting/CPA- Inv. Related- Cuero, TX- start date 1/1/1990 - 250hrs/mth 2)9/5/18- MWL GP LLC- Business Owner- Inv. Related- Cuero, TX- start date 7/2014- 1hr/mth - 1% 3)9/5/18- MWL LAND LTD- Business Owner- Inv. Related- Cuero, TX - start dat 7/2014 / 1hr/mth- 1%. 4) 9/5/2018 - KELLI LEIGH GOHMERT 2016 TRUST - Investment Related - Act in a Fiduciary Capacity - TRUSTEE - Start Date: 11/2016 - 1 Hour Per Month - Time Spent 1% - SERVE AS TRUSTEE OF DAUGHTER'S TRUST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-09 |
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