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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
757 N Eldridge Parkway, Ste. 675, Houston, TX 77079 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
757 N Eldridge Pkwy Ste 675, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 09/2012 | 07/2020 |
| Nylife Securities Llc | Houston | TX | 11/2012 | 07/2020 |
| Eagle Strategies Llc | Houston | TX | 09/2015 | 07/2020 |
| Oak Bridge Financial, Llc | Houston | TX | 01/2016 | 07/2020 |
| Ameriprise Financial Services, Llc | Houston | TX | 07/2020 | 10/2025 |
| Lpl Financial Llc | Houston | TX | 10/2025 | Present |
1. 08/2025 - Oak Bridge Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 10/01/2025 2. 08/2025 - Diversified FCF, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Houston, Texas 77079 - OBA Start Date: 04/19/2024 3. 08/2025 - Non-Variable Insurance - Investment Related - 28 Hrs/Mth - 1 Hrs During Trading - Houston, Texas 77079 - OBA Start Date: 09/10/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-23 |
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