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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Houston | TX | 02/2010 | 06/2019 |
| J.P. Morgan Securities Llc | Houston | TX | 10/2012 | 06/2019 |
| Ameriprise Financial Services, Inc. | Houston | TX | 07/2019 | 07/2019 |
| Waddell & Reed, Inc. | Houston | TX | 02/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Missouri City | TX | 02/2020 | 07/2021 |
| Wes Barnett | Houston | TX | 02/2020 | 07/2021 |
| Unemployed | Missouri City | TX | 07/2019 | 02/2020 |
| Css455, Llc | Houston | TX | 03/2020 | 07/2021 |
| Ameriprise | Houston | TX | 07/2019 | 07/2019 |
| Jp Morgan Chase | Houston | TX | 02/2010 | 06/2019 |
| Lpl Financial Llc | Houston | TX | 07/2021 | Present |
02/2020-PRESENT; VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES; MISSOURI CITY, TX; INV RELATED; INSURANCE SALES INSURANCE AGENT. 03/2020- PRESENT, CSS455,LLC, HOUSTON, TX, INV-RELATED; N, LLC, ADVISOR ASSOCIATE, 160 HRS/ MONTH, 146 SEC TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-10 |
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