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510 Bering Drive #260, Houston, TX 77057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
Branch Locations
1500 S Dairy Ashford Rd. Ste. 325, Houston, TX 77077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Houston | TX | 04/2016 | Present |
| Level Four Advisory Services | Houston | TX | 04/2016 | 04/2020 |
| Lpl Financial, Llc | Houston | TX | 09/2018 | 11/2024 |
| Altere Financial, Llc | Houston | TX | 08/2024 | Present |
1. 12/10/2024 - Altere Financial, LLC - Investment Related - Registered Investment Advisor Hybrid - 1500 S Dairy Ashford Rd #325 Houston, Texas 77077 - Start Date: 09/02/2024 - 160 Hrs/Mth - 120 Hrs During Trading - I provide investment advisory services through Altere Financial, LLC, an independent investment advisor firm. I started this business activity in 09/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 02/19/2026 - Altere Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/25/2024 - 30 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-16 |
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