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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
1233 West Loop South Suite 1100, Houston, TX 77027 • United States
Katy, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Houston | TX | 06/2015 | 09/2017 |
| Sovereign Wealth Advisors, Llc | Houston | TX | 06/2015 | 09/2017 |
| Guardian Life Insurance Co Of America | Houston | TX | 09/2017 | 11/2019 |
| Park Avenue Securities, Llc | Houston | TX | 09/2017 | 11/2019 |
| Guardian Life Insurance Company | Katy | TX | 11/2019 | 11/2020 |
| Park Avenue Securities | Katy | TX | 11/2019 | 11/2020 |
| Guardian Life Insurance Company | Houston | TX | 11/2020 | 05/2022 |
| Park Avenue Securities | Houston | TX | 11/2020 | 05/2022 |
| The Prudential Insurance Company Of America | Houston | TX | 05/2022 | Present |
| Pruco Securities Llc | Houston | TX | 05/2022 | 11/2024 |
| Lpl Enterprise, Llc | Katy | TX | 11/2024 | Present |
1) 01/16/2025 - LLH Healthcare - Non-Variable Insurance/Insurance Agency - This cpompany p[rovides Health insurance to companies that are unable to provide due to low income. - INV Related - At Birmingham, AL - Start Date 02/06/2024 - 10hrs/mth - 10hrs During Trading 2) 12/18/2025-Stone Path Financial-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/01/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-10 |
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