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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
20008 Champion Forest Dr Ste. 902, Spring, TX 77379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | The Woodlands | TX | 06/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | The Woodlands | TX | 03/2020 | 04/2025 |
| Lpl Financial Llc | Spring | TX | 04/2025 | Present |
1- 04/2025 / PCC Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / at reported business location(s) / 160 hrs month / 8 hrs during trading / start date 04/03/2025 2- 06/02/2026 - Phillip J Owens Advising LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/17/2026 - 200 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-11 |
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