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Kirbe D Williamson

LPl Financial LLC

Sugar Land, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-26

Branch Locations

2245 Texas Dr Ste 170, Sugar Land, TX 77479 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invesco Distributors, Inc. Houston TX 03/2015 09/2017
Lincoln Financial Advisors Corp Houston TX 10/2017 01/2023
Pensionmark Securities, Llc Santa Barbara CA 01/2023 05/2026
Pensionmark Financial Group Santa Barbara CA 01/2023 05/2026
Lpl Financial Llc Sugar Land TX 05/2026 Present
  • 03/2015 → 09/2017
    Invesco Distributors, Inc.
    Houston, TX
  • 10/2017 → 01/2023
    Lincoln Financial Advisors Corp
    Houston, TX
  • 01/2023 → 05/2026
    Pensionmark Securities, Llc
    Santa Barbara, CA
  • 01/2023 → 05/2026
    Pensionmark Financial Group
    Santa Barbara, CA
  • 05/2026 → Present
    Sugar Land, TX
Previous Registrations
Other Businesses

1. 05/2026 - The Noble Group - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/07/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-29
  • S65 Uniform Investment Adviser Law Examination
    2023-08-29
Other Names
  • Kirbe Danielle Llabra
  • Kirbe Llabra
  • Kirbe Danielle Williamson

View on SEC IAPD

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