Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-05-23
TX RA APPROVED_RES 2018-02-14
  • FL RA
    APPROVED
    Since 2019-05-23
  • TX RA
    APPROVED_RES
    Since 2018-02-14

Branch Locations

5718 Westheimer Rd, Ste 1000, Houston, TX 77057 • United States

18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • United States

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonewolf Benefits, Llc (Formerly: Stonewolf Benefits, Inc.) Houston TX 02/2010 Present
Invest Financial Corporation Tampa FL 03/2012 02/2018
Lpl Financial Llc Houston TX 02/2018 Present
  • 02/2010 → Present
    Stonewolf Benefits, Llc (Formerly: Stonewolf Benefits, Inc.)
    Houston, TX
  • 03/2012 → 02/2018
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → Present
    Houston, TX
Previous Registrations
  • 2012-03-16 → 2018-02-20
    Invest Financial Corporation
    Miami, FL
    Miami, FL
    Miami, FL
    Houston, TX
    Appleton, WI
  • 2009-02-09 → 2012-03-23
    New England Securities
    Coral Gables, FL
  • 2007-03-14 → 2008-12-31
    Athens, GA
    Bonita Springs, FL
Other Businesses

1. 02/14/2018 - Moxie Holdings, LLC - Not Investment Related - 1395 Brickell Ave. Ste. 800 Miami, FL 33313 - Business Entity For Tax/Investment Purposes Only - Start Date 9/24/2013 - 60 Hours Per Month/40 Hours During Securities Trading. 2. 5/31/2018 - Pangea Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/13/2012 - 60 Hours Per Month/40 Hours During Securities Trading. 3. 3/7/2019 - STONEWOLF BENEFITS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2010 - 80 Hours Per Month/60 Hours During Securities Trading. 4. 04/20/2023 - Stonewolf Benefits, LLC - Not Investment Related - At Reported Business Location(s) - Other - Cloud-based HR software and compliance - Start Date 03/29/2023 - 1 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-22
  • S66 Uniform Combined State Law Examination
    2006-12-22
Other Names
  • Luis Fernando Chaves
  • Luis Fernando Chaves Orrego
  • Luis Fernando Chaves-Orrego

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor