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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
1233 West Loop South Suite 1100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc/Great-West Life & Annuity Ins Co/Empower Reti | Houston | TX | 12/2007 | 10/2017 |
| Advised Assets Group, Llc | Houston | TX | 06/2016 | 10/2017 |
| Allstate Insurance Company | Missouri City | TX | 10/2017 | 09/2020 |
| Cso Tax Preparation | Missouri City | TX | 01/2018 | 11/2020 |
| Cso Analytic Capital Management Llc | Missouri City | TX | 08/2018 | 11/2020 |
| Missionsquare Retirement | Washington | DC | 11/2020 | 10/2025 |
| Unemployed | Missouri City | TX | 11/2025 | 03/2026 |
| Northwestern Mutual | Missouri City | TX | 03/2026 | 06/2026 |
| Lpl Enterprise Llc | Houston | TX | 06/2026 | Present |
1. 06/23/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Missouri City, TX – Inv Related – OBA Start Date: 05/28/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading” 2. 06/23/2026 - Christopher O Banner N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Missouri City, TX – Inv Related – OBA Start Date: 05/28/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading”
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-11 |
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