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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-31 |
Branch Locations
2600 S Shore Blvd Ste 300, League City, TX 77573 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houston | TX | 06/2019 | 03/2020 |
| Bft Financial Group, Llc | Bedford | TX | 05/2003 | 06/2019 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2020 | 05/2024 |
| Lpl Financial Llc | League City | TX | 05/2024 | Present |
1) 2026-05-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Pinnacle Investment Advisors LLC - DBA for LPL Business (entity for LPL business) - Y - 140 - 140 - at reported business location(s) - 2026-04-02 - Duties of a Financial Advisor for and through LPL Financial LLC, Including: Investment, Retirement, and asset management. Financial Planning 2) 2024-05-31 - Medina Insurance Agency - Insurance Agency - Y - 4 - 0 - 2213 WATER WAY, SEABROOK, TX 77586 - 2024-05-14 - 3) 2024-05-31 - Pinnacle International Investments, LLC - Business Entity For Tax/Investment Purposes Only - N - 4 - 0 - at reported business location(s) - 2024-05-14 -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
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