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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
1955 Dowlen Rd, Beaumont, TX 77706 • United States
676 Magnolia, Port Neches, TX 77651 • United States
1400 Franklin St, Houston, TX 77002 • 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 11/2014 | 05/2022 |
| Shell Federal Credit Union | Deer Park | TX | 11/2014 | Present |
| Lpl Financial Llc | Houston | TX | 05/2022 | Present |
| Neches Federal Credit Union | Port Neches | TX | 09/2022 | Present |
1) 05/18/2022 - MEMBERS Financial Services -Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Notary, Catherine McLarty - Home Based - Notary - Notary - Start Date - 01/2016 - 1 Hours Per Month/ 1 Hours During Securities Trading- Time Spent 1% 3) 09/14/2022 - Neches Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Advisor - Start Date - 09/07/2022 - 64 Hours Per Month/64 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-27 |
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