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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
13101 Nw Freeway Ste. 115, Houston, TX 77040 • United States
1233 West Loop South Suite 1100, Houston, TX 77027 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wealth Development Strategies Investment Advisory, Inc. | Houston | TX | 05/2002 | 05/2020 |
| Penn Mutual Life Ins Co | Houston | TX | 04/2007 | 05/2020 |
| Hornor Townsend And Kent, Inc | Houston | TX | 04/2007 | 05/2020 |
| Prudential Insurance Company Of America | Houston | TX | 05/2020 | Present |
| Pruco Securities, Llc. | Houston | TX | 05/2020 | 11/2024 |
| Lpl Enterprise, Llc | Houston | TX | 11/2024 | Present |
1) 10/07/2024 - Comprehensive Financial Design Group - Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Related - At HOUSTON, TX - Start Date 05/05/2020 - 40hrs/mth - 10hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
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