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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
8535 N Hwy 146, Ste 140, Baytown, TX 77523 • United States
6903 Atascocita Road, Atascocita, TX 77346 • United States
6218 Fm 2100, Crosby, TX 77532 • United States
11001 Eagle Dr, Mont Belvieu, TX 77523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 05/2011 | 08/2021 |
| Bbva Securities Inc. | Baytown | TX | 05/2013 | 08/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 02/2013 | 08/2021 |
| Bbva Wealth Solutions Inc. | Baytown | TX | 10/2015 | 08/2021 |
| Pnc Investments | Kingwood | TX | 08/2021 | 06/2022 |
| Community Resource Credit Union | Atascocita | TX | 06/2022 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 06/2022 | 01/2024 |
| Lpl Financial Llc | Atascocita | TX | 01/2024 | Present |
1)11/30/2023 - CRCU Retirement & Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-22 |
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