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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1710 W Lake Houston Pkwy #250, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Porter | TX | 01/2009 | Present |
| Waddell & Reed, Inc. | Humble | TX | 02/2009 | Present |
| Toby Mcswain | Kingwood | TX | 10/2013 | Present |
| Audacious, Llc | Humble | TX | 09/2018 | Present |
| Forgotten Wishes Foundation | Kingwood | TX | 03/2021 | Present |
| Lpl Financial Llc | Humble | TX | 07/2021 | Present |
1) 9/2018 / Audacious LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 200 hr/mon / Humble, TX
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-12 |
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