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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-13 |
Branch Locations
4576 Research Forest Dr., The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zb N.A. Dba Amegy Bank | The Woodlands | TX | 10/2003 | Present |
| Lpl Financial Llc | The Woodlands | TX | 05/2018 | Present |
1) 05/15/2018 - Amegy Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 05/15/2018 - Amegy Bank - Financial Institution Duty - inv rel - at reported business location(s) - start: 10/2003 - 9 hr/mth 3) 05/15/2018 - Notary - state of TX - inv rel - start: 10/2013 - 1 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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