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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| MS | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| AL | RA | APPROVED | 2024-11-14 |
| DE | RA | APPROVED | 2024-11-14 |
| GA | RA | APPROVED | 2024-11-14 |
| IL | RA | APPROVED | 2024-11-14 |
| IN | RA | APPROVED | 2024-11-14 |
| LA | RA | APPROVED | 2024-11-14 |
| MN | RA | APPROVED | 2024-11-14 |
| MT | RA | APPROVED | 2024-11-14 |
| NJ | RA | APPROVED | 2024-11-14 |
| NM | RA | APPROVED | 2024-11-14 |
| NC | RA | APPROVED | 2024-11-14 |
| OH | RA | APPROVED | 2024-11-14 |
| PA | RA | APPROVED | 2024-11-14 |
| RI | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
1233 West Loop South Suite 1100, Houston, TX 77027 • United States
24 Waterway Avenue Suite 650, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mako Investments | Humble | TX | 12/2007 | 01/2017 |
| H.D. Vest Investments Services | Baytown | TX | 12/2012 | 01/2017 |
| P.A. Davis & Associates, Pc | Baytown | TX | 12/2012 | 01/2017 |
| H.D. Vest Advisory Services | Humble | TX | 12/2012 | 01/2017 |
| Waddell & Reed Inc | Houston | TX | 01/2017 | 06/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Humble | TX | 01/2017 | 06/2021 |
| Varoius Insurance Carriers For W&R Insurance Agencies | Humble | TX | 01/2017 | 06/2021 |
| P.A. Davis & Associates Pc | Baytown | TX | 12/2012 | 01/2017 |
| Pruco Securities, Llc. | Hourston | TX | 06/2021 | 11/2024 |
| Prudential Insurance Company Of America | Houston | TX | 06/2021 | Present |
| Waddell And Reend | Houston | TX | 01/2017 | 06/2021 |
| Lpl Enterprise, Llc | Houston | TX | 11/2024 | Present |
1) 11/19/2024- Mako V Investments, LLC- This entity holds a classic car collection- Business Owner- Not INV Related- Houston, TX- Start Date 04/09/2008- 1hrs/mth- 0hrs during trading 2) 11/19/2024- POA For Mother in Nursing Home- Act in a Fiduciary Capacity- Not INV Related- Houston, TX- Start Date 10/04/2020- 1hrs/mth- 0hrs during trading 3) 11/19/2024- Estate of Robert G. Bohli- Act in a Fiduciary Capacity- Not INV Related- Houston, TX- Start Date 10/04/2020- 1hrs/mth- 0hrs during trading 4) 12/03/2024- Prindle Enterprises, LLC- Entity is part of estate plan- Real Estate Rental- Not INV Related- Houston, TX- Start Date 12/26/2007- 1hrs/mth- 0hrs during trading 5) 12/03/2024- Mako Plaza, LLC- This entity currently holds no real estate- Real Estate Rental- Not INV Related- Houston, TX- Start Date- 08/16/2013- 0hrs/mth- 0hrs during trad 6) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-01 |
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