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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-28 |
| TX | RA | APPROVED | 2014-01-03 |
Branch Locations
801 Travis Street, Suite 1900, Houston, TX 77002-5730 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 12/2013 | Present |
1. 1/22/2014 - Greenbriar Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/6/2021 - Texas Advantage Insurance Brokerage - Investment Related - 901 Parker St, Houston, TX 77007 - Non-Variable Insurance - Started 10/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-24 |
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