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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K. Hovnanian Homes | Houston | TX | 03/2017 | 07/2021 |
| Anglia Homes Lp | Hosuston | TX | 06/2016 | 03/2017 |
| Unemployed | Manvel | TX | 08/2021 | 03/2022 |
| Stay At Home Parent | Manvel | TX | 03/2022 | 12/2022 |
| Blue Dream Custom Pools Llc | Manvel | TX | 09/2021 | 12/2022 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2023 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 08/2023 | 03/2025 |
| Bank Of America, N.A. | Houston | TX | 11/2023 | 03/2025 |
| Lpl Financial Llc | Houston | TX | 03/2025 | Present |
| Jsc Federal Credit Union | Houston | TX | 03/2025 | Present |
1) 02/2025 / Wellby Investment Services / DBA for LPL Business (entity for LPL business) / INV RELATED / AT LOCATION 2) 02/2025 / Real Estate Rental - Ryan Cobb / Real Estate Rental / INV RLTD / 1 HR MNTH / HOUSTON, TX / START 01/06/221
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-15 |
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