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24 Greenway Plaza Suite 1895, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
24 Greenway Plaza Suite 1895, Houston, TX 77046 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sch Advisors, Llc | Houston | TX | 12/2007 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 01/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2025 |
| Lpl Financial Llc | Houston | TX | 01/2025 | Present |
1 - 01/2025 - SCH ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 10 Hours During Trading - At reported business location(s). 2 - 01/2025 - HUCKLEBERRY VENTURES, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - TX 770982 - OBA Start Date: 01/01/2015. 3- 02/05/2025- SCH ADVISORS, LLC- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 160 Hours Per Month- 10 Hour During Trading- I temporarily provide limited services through SCH Advisors, LLC, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity in 1/2025, and expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-22 |
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