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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-05-29 |
| CA | RA | APPROVED | 2005-08-19 |
| LA | RA | APPROVED | 2005-08-19 |
Branch Locations
210 Synergy Center Blvd, Houma, LA 70360 • United States
209 East Bayou Rd, Thibodaux, LA 70301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Houma | LA | 08/2005 | Present |
| Synergy Bank | Houma | LA | 04/2005 | Present |
1. 8/26/2005 - SYNERGY BANK - LAUNCH THE BANK'S NON-DEPOSIT INVESTMENT DIVISION. 2. 11/8/2011 - DBA ONLY - SYNERGY INVESTMENT SERVICES/DIVISION OF SYNERGY BANK - FIS AFFILIATION - SYNERGY BANK - SYNERGY INVESTMENT SERVICES - SYNERGY INVESTMENT SERVICES. 3. 3/24/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/01/2021 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-27 |
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