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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
3415 Greystone Drive Suite 105, Austin, TX 78731 • United States
1233 West Loop South Suite 1100, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Variable Annuity Marketing Company | Austin | TX | 12/1998 | 08/2017 |
| Valic Investment Services Company | Austin | TX | 02/1999 | 08/2017 |
| Prudential Insurance Company Of America | Austin | TX | 08/2017 | Present |
| Pruco Securities, Llc. | Austin | TX | 08/2017 | 11/2024 |
| Lpl Enterprise, Llc | Austin | TX | 11/2024 | Present |
1. 06/18/2025 - Estate of Bomi and Roshan Gazdar - Act in a Fiduciary Capacity - Sugar Land, TX - NOT INV REL - Start Date 07/01/2017 - 0hrs/mth 2. 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv related - At reported business location(s) 3. 12/24/2025-Treaty Oak Advisors-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/01/2026-160hrs/mth-40hrs/mth during trading 4. 06/29/2026-Zahramina LLC-Owner Member-Business Entity For Tax/Investment Purposes Only-Not inv related-At Austin, TX-Start date 06/15/2026-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
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