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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 09/2015 | 07/2025 |
| H&R Block | Houston | TX | 05/2005 | Present |
| Lpl Financial Llc | Houston | TX | 07/2025 | Present |
1. 07/10/2025- H & R BLOCK- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 01/01/1974- 32 Hours Per Month- 32 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-15 |
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