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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-11-10 |
Branch Locations
2627 Chestnut Ridge Dr Ste 260, Kingwood, TX 77339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kingwood | TX | 11/2006 | Present |
1. 11/10/2006 - Shank Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 12/04/2014 - SYMPHONY FINANCIAL LTD. CO. - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 160 HOURS PER MONTH - KINGWOOD, TX 3. 12/04/2014 - SYMPHONY FINANCIAL LTD. CO. - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) SHANK WEALTH MANAGEMENT, LLC - TIME SPENT 160 HOURS PER MONTH - KINGWOOD, TX 4. 01/28/2016 - NO BUSINESS NAME - INV REL - 2627 Chestnut Ridge, Ste. 110, Kingwood, TX 77339 - Notary - START 03/08/2006 - Notary public, notarize documents for clients 5. 04/08/2022 - SMJG LLC - Investment Related - Kingwood, TX 77339 - Real Estate Rental - Start Date - 04/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
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