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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2026-01-27
LA RA APPROVED 2023-07-24
TX RA APPROVED_RES 2023-07-24
  • MS RA
    APPROVED
    Since 2026-01-27
  • LA RA
    APPROVED
    Since 2023-07-24
  • TX RA
    APPROVED_RES
    Since 2023-07-24

Branch Locations

Hazlehurst, MS • United States

823 Wilkinson St, Mandeville, LA 70448 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Ins Co New Orleans LA 11/1997 12/2019
Nylife Securities Inc. New Orleans LA 11/1997 12/2019
Bohne Financial, Llc Mandeville LA 12/2019 Present
Kestra Investment Services, Llc Mandeville LA 12/2019 07/2023
Kestra Advisory Services, Llc Mandeville LA 12/2019 07/2023
Lpl Financial Llc Mandeville LA 07/2023 Present
  • 11/1997 → 12/2019
    New York Life Ins Co
    New Orleans, LA
  • 11/1997 → 12/2019
    Nylife Securities Inc.
    New Orleans, LA
  • 12/2019 → Present
    Bohne Financial, Llc
    Mandeville, LA
  • 12/2019 → 07/2023
    Kestra Investment Services, Llc
    Mandeville, LA
  • 12/2019 → 07/2023
    Mandeville, LA
  • 07/2023 → Present
    Mandeville, LA
Previous Registrations
Other Businesses

1) 07/2023 - Bohne Financial LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 07/2023 - Robert Bohne / Real Estate Rental / Investment Related / Start date 08/01/2016 - 5 Hrs per month 3) 07/2023 - Robert J Bohne / Non-Variable Insurance / Investment Related / Mandeville, LA -Start date 10/01/1997 - 5 Hrs per month 4) 07/2023 - Bar B ARG LLC / Business Owner / Not Investment Related / Hazlehurst, MS - Start date 09/20/2006 - 10 Hrs per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-13
S63 Uniform Securities Agent State Law Examination 1998-02-25
  • S66 Uniform Combined State Law Examination
    2004-05-13
  • S63 Uniform Securities Agent State Law Examination
    1998-02-25

View on SEC IAPD

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