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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
757 N Eldridge Pkwy Ste 675, Houston, TX 77079 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors, Inc. | Tulsa | OK | 11/2014 | 10/2017 |
| Lpl Financial Llc | Houston | TX | 02/2018 | 08/2018 |
| Amegy Bank (Zb, Na Affiliation) | Houston | TX | 02/2018 | 08/2018 |
| Unemployed | Dickinson | TX | 11/2017 | 02/2018 |
| Charles Schwab & Co., Inc. | Webster | TX | 10/2018 | 10/2025 |
| Charles Schwab Bank Ssb | Webster | TX | 10/2018 | 10/2025 |
| Unemployed | Dickinson | TX | 08/2018 | 10/2018 |
| Lpl Financial | Houston | TX | 08/2026 | Present |
| Unemployed | Dickinson | TX | 10/2025 | 08/2026 |
1. 08/2025 - Oak Bridge Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 8/13/2026 2. 08/2025 - Kenzie L. Conway Insurance Agent - Non-Variable Insurance - Investment Related - 10 Hrs/Mth - 10 Hrs During Trading - Houston TX 77079 - OBA Start Date: 08/13/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-03 |
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