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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2006-08-17 |
| TX | RA | APPROVED | 2006-08-16 |
Branch Locations
1321 Hickory Ave, Suite 100, New Orleans, LA 70123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | New Orleans | LA | 08/2006 | Present |
(1) 06/28/2006: Bertucci & Labiche Private Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Bertucci & Labiche Private Wealth Management LLC - INV REL - At Reported Business Location(s) (2) 07/07/2016: Retirement Planning Partners - DBA for LPL Business (entity for LPL business) - Retirement Planning Partners - INV REL - Start 07/15/2016 - 1321 Hickory Ave. Suite 100 New Orleans, LA 70123, and 1707 Chantilly Dr. Suite B Laplace, LA 70068 - This name will be used for signage to identify our office as well as our non-osj office. Advisors within the office will continue to use their own respective approved LPL DBA. This new name will provide us and identity to all work together and or market as a group. - 0 Hr/Mo. (3) 1/13/2017: Bertucci and Labiche Properties, LLC - Investment Related - 1321 Hickory Avenue, Harahan LA 70123 - Real Estate Rental - Started 02/15/2015 - 2 Hours Per Month/0 Hours During Securities Trading. (4) 8/17/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/12/2020 - 1 Hour Per Month During Securities Trading. (5) 06/16/2022 - Bertucci Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2022 - 140 Hours Per Month/ 140 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-02-23 |
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