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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
757 N Eldridge Parkway, Ste. 675, Houston, TX 77079 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Washington, DC • 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 Co | Vienna | VA | 05/2016 | 02/2024 |
| Nylife Securities Llc | Vienna | VA | 12/2016 | 02/2024 |
| First National Bank Of Pa | Germantown | MD | 09/2014 | 11/2016 |
| Avenue Wealth Management, Llc D/B/A Avenue Wealth | Vienna | VA | 01/2017 | 02/2024 |
| Eagle Strategies Llc | Vienna | VA | 06/2017 | 02/2024 |
| Ameriprise Financial Services, Llc | Houston | TX | 02/2024 | 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 - 220 Hour(s)/Month - 8 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 10/01/2025 2. 08/2025 - Kingsley Davis LLC- Business Entity For Tax/Investment Purposes Only - Not Investment Related - 20 Hour(s)/Month - 1 Hour(s) During Trading - Washington, DC 20002 - OBA Start Date: 12/09/2019 3. 08/2025 - Independent Insurance Brokering- Non-Variable Insurance - Investment Related - 20 Hour(s)/Month - 1 Hour(s) During Trading - Washington, DC 20002 - OBA Start Date: 12/09/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-22 |
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