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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-16 |
| TX | RA | APPROVED | 2021-11-16 |
Branch Locations
10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Baton Rouge | LA | 04/2012 | 11/2021 |
| Altus Wealth Management Llc | Baton Rouge | LA | 04/2012 | Present |
| Lpl Financial, Llc | Baton Rouge | LA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-12 |
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