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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-16 |
| LA | RA | APPROVED | 2015-12-21 |
Branch Locations
3909 Ambassador Caffrey Pkwy Suite G-1, Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lafayette | LA | 01/2015 | Present |
1. 10/2/2017 - Shelley Harris Moncrief, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2017 - 2 Hours Per Month During Securities Trading. 2. 10/9/2017 - Standard Investment Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/29/2015 - 0 Hours Per Month. 3. 10/19/2017 - SIA Investment Services, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2018 - 0 Hours Per Month. 4. 6/3/2020 - Jarrod Lege Consulting LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 06/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading - LLC used as pass through account for commissions, expenses, and payroll. 5. 12/03/2024 - Jarrod Lege - Real Estate Rental - Investment Related - Lafayette, LA - Start Date 02/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-13 |
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