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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4400 Post Oak Parkway Suite 1460, Houston, TX 77027 • United States
4400 Post Oak Parkway Suite 1460, Houston, TX 77027 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| B. Riley Wealth Management | Houston | TX | 12/2012 | 10/2024 |
| B. Riley Wealth Advisors, Inc. | Houston | TX | 07/2022 | 10/2024 |
| Wedbush Securities | Houston | TX | 10/2024 | 08/2025 |
| Lpl Financial Llc | Houston | TX | 08/2025 | Present |
1) 07/2025 - Skyward Financial LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 200 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-01 |
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