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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insusrance Cmpany | Houston | TX | 01/2003 | 07/2020 |
| Nylife Securities Inc | Houston | TX | 02/2003 | 07/2020 |
| Oak Bridge Financial, Llc | Houston | TX | 05/2007 | 07/2020 |
| Ameriprise Financial Services, Llc | Houston | TX | 07/2020 | 10/2025 |
| Lpl Financial Llc | Houston | TX | 10/2025 | Present |
1. 10/02/2025 - Real Estate Rental - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Rocksprings, TX - Start Date 07/01/2020 2. 10/02/2025 - Independent insurance brokering/disability income - Non-Variable Insurance - Investment Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - At Reported Business Location(s) - Start Date 05/12/2022 3. 10/02/2025 - Oak Bridge Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 8 Hour(s)/Month - 2 Hour(s) During Trading - At Reported Business Location (s) - Start Date 10/1/2025 4. 10/02/2025 - Vision Crux, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 10 Hour(s)/Month - 2 Hour(s) During Trading - Houston, TX - Start Date 07/01/2020 5. 02/19/2026 - LEBLPL, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Longview, TX - Start Date 02/05/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-31 |
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