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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-23 |
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, Na Dba Amegy Bank | Houston | TX | 04/2017 | Present |
| Iberia Bank | Lafayette | LA | 10/2016 | 03/2017 |
| Zb, Na Dba Amegy Bank | Houston | TX | 06/2011 | 10/2016 |
| Lpl Financial Llc | Houston | TX | 04/2018 | Present |
1) 04/24/2018 - Amegy Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 04/24/2018 - Amegy Bank - Financial Institution Duty - inv rel - at reported business location(s) - start: 04/2017 - 4 hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-20 |
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