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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance Company | League City | TX | 02/2003 | 10/2017 |
| Anico Financial Services, Inc. | Galveston | TX | 09/2012 | 10/2017 |
| Selah Financial Service, Inc. | Friendswood | TX | 10/2017 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | 03/2020 |
| Selah Financial Service, Inc. | Friendswood | TX | 11/2019 | 03/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 10/2020 | 05/2022 |
| Amoco Federal Credit Union | Dickinson | TX | 03/2020 | Present |
| Cuna Mutual Group | Waverly | IA | 10/2020 | 05/2022 |
| Lpl Financial Llc | Dickinson | TX | 05/2022 | 11/2023 |
| Lpl Financial Llc | Dickinson | TX | 07/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name AMOCO Investment and Retirement Services - Investment Related - At Reported Business Location (s) - Start date: 07/2025 2. 07/2025 - AMOCO Federal CU - Financial Institution Duty - Investment Related - 200 Hour(s)/Month - 0 Hour(s) During Trading - Texas City, Texas 77590 - OBA Start Date: 03/16/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-03 |
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