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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 05/2018 |
| Wilhelmsen Ships Service | Houston | TX | 06/2014 | 08/2017 |
| Uber | Houston | TX | 06/2017 | 08/2017 |
| Valic Financial Advisors, Inc. | Conroe | TX | 06/2018 | 07/2024 |
| Agia | Houston | TX | 12/2022 | 07/2024 |
| Lpl Financial Llc | Houston | TX | 07/2024 | Present |
| Alliant Retirement And Investment Services | Houston | TX | 07/2024 | Present |
1) 07/2024 - Alliant Retirement and Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 07/2024 - CEHB ENTERPRISES LLC / Business Owner / Non Inv. Related / Beaumont, TX / Start date 04/16/2021 - 6 % Time Spent 3) 07/2024 - NO-BODY CARES, L.L.C. / Business Entity For Tax/Investment Purposes Only / Inv. Related / River Ridge, LA / Start date 01/01/2022 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-09 |
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