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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-06 |
Branch Locations
4605 West Broadway Street, Pearland, TX 77581 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4605 West Broadway Street,, Pearland, TX 77581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc Investment Services Llc | San Antonio | TX | 09/2014 | 11/2017 |
| Swbc Investment Company | San Antonio | TX | 09/2014 | 11/2017 |
| Bbtis | Bellaire | TX | 11/2017 | 06/2020 |
| Bb&T Securities, Llc | Bellaire | TX | 01/2018 | 06/2020 |
| Charles Schwab & Co., Inc. | Webster | TX | 06/2020 | 12/2020 |
| Charles Schwab Bank, Ssb | Webster | TX | 06/2020 | 12/2022 |
| Frost Brokerage Services, Inc. | Houston | TX | 12/2022 | 03/2026 |
| Lpl Financial Llc | Pearland | TX | 04/2026 | Present |
| Southstate Bank | Pearland | TX | 04/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Southstate Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 04/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-07 |
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