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4295 San Felipe Suite 300, Houston, TX 77027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-07-23 |
Branch Locations
18230 North Eldridge Parkway, Tomball, TX 77377 • United States
4295 San Felipe Suite 300, Houston, TX 77027 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-06-18 |
Branch Locations
18230 N. Eldridge Pkwy, Tomball, TX 77377-8014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tomball | TX | 05/2004 | Present |
| Symphony Financial, Ltd. Co. | Houston | TX | 07/2014 | Present |
1. 11/10/2009 - THE GREENSAGE GROUP - Not Investment Related - At Reported Business Location(s) - DBA for Non-Variable Insurance sales and IAR and BD activities - Time Spent 100%. 2. 10/5/2010 - Dennis R. Greensage, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 100%. 3. 6/14/2017 - Port Mansfield LLC - Not Investment Related - Location: N/A - Business Entity For Tax/Investment Purposes Only - Started 06/30/2005 - 0 Hours Per Month. 4. 6/14/2017 - Elridge Properties - Not Investment Related - 18230 Eldridge Parkway, Tomball, Texas 77377 - Business Entity For Tax/Investment Purposes Only - Started 05/30/2011 - 0 Hours Per Month. 5. 6/30/2017 - DRG 1948 LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/23/2017 - 0 Hours Per Month. 6. 01/26/2024 - The Greensage Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 11/1/2022 - 160 Hrs/Mo; 120 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-10-22 |
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