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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walnut Street Securities, Inc. | Houston | TX | 01/1999 | 06/2021 |
| Edward Jones | St Louis | MO | 09/2000 | 06/2021 |
| Lpl Financial, Llc | Houston | TX | 06/2021 | Present |
1. 6/2021 - DBA for LPL Business (entity for LPL business) - STERLING PORTFOLIO MANAGERS, LLC - Investment Related - Houston, TX 77070 2. 10/28/2021 - H & P Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/15/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 3. 08/08/2024 - H&P Enterprises LLC - Other - Store Front Ice/Water Vending Machine Owner - Owner-Operator - Not Investment Related - 522 E. Little York. Houston Texas - Start Date 05/20/2024 - 6 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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