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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-11-29 |
Branch Locations
8558 Highway 23 Ste 1, Belle Chasse, LA 70037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Design The Planet | New Orleans | LA | 11/1998 | Present |
| Lpl Financial Llc | Belle Chasse | LA | 11/2017 | Present |
| National Planning Corporation | Belle Chasse | LA | 11/2001 | 11/2017 |
1. 11/29/2017 - FOLSE FINANCIAL - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - sells insurance - Start Date 6/2004 - fixed insurance. 2. 11/29/2017 - FOLSE FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor - Start Date 6/2004. 3. 11/29/2017 - DESIGN THE PLANET - Investment Related - At Report Business Location(s) - Other - CONSULTANT - Start Date 1/1998 - 13.5 Hours Per Month/0 Hours During Securities Trading - STRATEGIC PLANNER/GRAPHIC DESIGN AND BRAND MARKETING. 4) 06/03/2025 - Nielsen Investments - Inv. Related - DBA for LPL Business (entity for LPL business) - At Report Business Location(s) - Start Date:01/01/2024 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-21 |
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