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9400 Grogans Mill Rd Ste 305, The Woodlands, TX 77380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
9400 Grogans Mill Rd Ste 305, The Woodlands, TX 77380 • United States
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 |
|---|---|---|---|---|
| Conroe Family Ymca | Conroe | TX | 04/2019 | 03/2020 |
| Unemployed | Conroe | TX | 04/2020 | 06/2021 |
| The Woodlands Family Ymca's | Spring | TX | 07/2021 | 04/2025 |
| Ymca Of Greater Houston Association | Houston | TX | 04/2025 | 02/2026 |
| Koinonia Financial | The Woodlands | TX | 10/2025 | Present |
| Lpl Financial Llc | The Woodlands | TX | 10/2025 | Present |
| Unemployed | Conroe | TX | 01/2016 | 03/2019 |
1. 03/2026 - Koinonia Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
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