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6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806 • United States
12700 Hillcrest Rd. Suite 125, Dallas, TX 75230 • 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 |
|---|---|---|---|---|
| First Allied Securities, Inc | San Diego | CA | 04/2008 | 11/2019 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2019 |
| Lpl Financial, Llc | Dallas | TX | 11/2019 | Present |
| Hibernia Wealth Partners, Llc | Dallas | TX | 01/2024 | Present |
| Ls Wealth Strategies Llc | Dallas | TX | 04/2008 | Present |
1) 11/12/2019 - Started: 1991 - Real Estate Rental - Dr Veve 113 Bayamon Puerto Rico 00961 - 1HR/MO 0 DURING TRADING - INVESTMENT RELATED - BAYAMON, PR 00961 2) 11/12/2019 - Started: 1991 - Real Estate Rental - Dr Veve 111 Bayamon Puerto Rico 00961 - 1HR/MO 0 DURING TRADING - INVESTMENT RELATED - BAYAMON, PR 00961 3) 10/30/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/29/2020 - 2 Hours Per Month/1 Hour During Securities Trading. 4) 12/02/2021 - Crump Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/12/2019 - 1 Hour Per Month/1 Hour During Securities Trading. 5) 01/25/2024 - Hibernia Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/20/2023 - 8 Hours Per Month/ 8 Hours During Trading 6) 01/25/2024 - Hibernia Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/31/2024 - 4 Hours Per Month/ 4 Hours During Trading 7) 02/14/2024 - Hibernia Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/31/2024 - 4 Hours Per Month/ During Trading - I provide investment advisory services through Hibernia Wealth Partners, an independent investment advisor firm. I started this business activity in 01/2024. I expect to spend approximately 4 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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