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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
757 N Eldridge Pkwy Ste 675, Houston, TX 77079 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bellingham | WA | 10/1999 | 03/2020 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2020 | 10/2025 |
| Lpl Financial Llc | Houston | TX | 10/2025 | Present |
1. 08/2025 - OAK BRIDGE FINANCIAL, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 100 Hour(s)/Month - 6 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/1/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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