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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-16 |
Branch Locations
815 Walker Street. Ste 1350, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zb, N.A. Dba Amegy Bank | Houston | TX | 07/2003 | Present |
| Lpl Financial Llc | Houston | TX | 05/2018 | Present |
1) 6/11/18- ZB N.A. dba Amegy Bank- Financial Institution Duty/Senior Vice President, Private Banking Manager- Inv. Related- at reported business location(s)- start date 7/9/2003- 50% 2) 6/11/18- John & Telisa Shead- Real Estate Rental- Owner -Non-Inv. Related- Pearland, TX - start date 9/1/17- 1% 3. 6/11/2018 - Amegy Wealth Management - Not Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
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