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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 01/2015 | 02/2017 |
| Bank Of America, N.A. | Houston | TX | 02/2015 | 02/2017 |
| Morgan Stanley | Houston | TX | 03/2017 | 07/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 07/2021 |
| Comerica Securities, Inc. | Houston | TX | 09/2021 | 11/2023 |
| Ameriprise Financial Services, Llc | Houston | TX | 11/2023 | 03/2026 |
| Lpl Financial Llc | Houston | TX | 03/2026 | Present |
1. 03/2026 - Comerica Financial Advisors - Outside/W-2 Employment - Inv Related - 160 Hour(s)/Month - 140 Hour(s) During Trading - Houston, TX, 77056 - OBA Start Date: 10/14/2021 2. 06/10/2026 - Squo Business - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Houston, TX - Start Date 06/09/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
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