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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-27 |
Branch Locations
3427 Rivers Edge Trl, Kingwood, TX 77339-2634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intrua Financial | Kingwood | TX | 01/2019 | 06/2019 |
| University Of Houston | Houston | TX | 08/2015 | 12/2018 |
| Willis Johnson & Associates | Houston | TX | 08/2018 | 12/2018 |
| Intrua Financial | Kingwood | TX | 05/2018 | 08/2018 |
| Intrua Financial | Kingwood | TX | 05/2017 | 08/2017 |
| Everything Lawns | Kingwood | TX | 05/2014 | 04/2017 |
| Lpl Financial, Llc | Kingwood | TX | 07/2019 | Present |
| Intrua Financial Llc | Kingwood | TX | 07/2019 | 09/2020 |
1. 7/15/2019 - Robert D. White and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/10/2019 - 160 Hours Per Month/140 Hours During Securities Trading - Time Spent 100%. 2. 9/28/2020 - Ordos Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/25/2020 - 10 Hours Per Month During Securities Trading. 3. 08/01/2022 - ORDOS Tax Services- Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Enrolled Agent / Tax preparer - Start Date - 07/18/2022 - 16 Hours Per Month/1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-04 |
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