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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Beaumont | TX | 12/2013 | 10/2019 |
| 1St Global Advisors, Inc. | Beaumont | TX | 12/2013 | 10/2019 |
| Avantax Insurance Services | Beaumont | TX | 06/2015 | 03/2024 |
| Avantax Investment Services, Inc. | Beaumont | TX | 10/2019 | 03/2024 |
| Avantax Advisory Services | Beaumont | TX | 10/2019 | 03/2024 |
| Edgar, Kiker And Cross, Pc Cpa's | Beaumont | TX | 04/2014 | 03/2024 |
| Ekc Advisors, Llp | Beaumont | TX | 01/2014 | 03/2024 |
| Ekc Advisors, Pllc | Beaumont | TX | 01/2014 | 03/2024 |
| The Prudential Insurance Company Of America | Houston | TX | 04/2024 | Present |
| Pruco Securities Llc | Houston | TX | 04/2024 | 11/2024 |
| Lpl Enterprise, Llc | Houston | TX | 11/2024 | Present |
1) 04/04/2025 - Mark Theobald CPA- Tax Prep/Accounting/CPA - I own this firm. I prepare federal income taxes for my friends and family- inv. related - at Kountze, TX-5hrs/mnth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-21 |
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