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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-05 |
Branch Locations
114 Oak Park Dr, Boerne, TX 78006 • United States
101 N Shoreline Ste 204, Corpus Christi, TX 78401 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boerne | TX | 08/2015 | Present |
1. 08/28/2015 - JZ WEALTH MANAGMENT, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ BOERNE, TX 2. 08/28/2015 - LIVE OAK INVESTORS, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ BOERNE, TX 3. 10/17/2019 - Live Oak Investors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2019 - 160 Hours Per Month During Securities Trading. 4. 11/13/2023 - Revolution Insurance Agency - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/19/2023 - 8 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-23 |
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