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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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Houston | TX | 05/2015 | 11/2024 |
| Bauer College Of Business, Deans Office | Houston | TX | 08/2014 | Present |
| University Of Houston | Houston | TX | 08/2012 | Present |
| Prudential Insurance Company Of America | Houston | TX | 06/2016 | Present |
| Lpl Enterprise, Llc | Houston | TX | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 07/21/2025-DreamMaker Financial-Founder/CEO-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 08/01/2025-240hrs/mth-140hrs/mth during trading 3) 04/07/2026-DreamMaker Enterprises, LLC-Founder/Owner-Business Owner-Not inv related-At Richmond, TX-Start date 06/01/2026-5hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-14 |
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