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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-07 |
| LA | RA | APPROVED | 2015-12-02 |
Branch Locations
800 Spring Street, Ste 120, Shreveport, LA 71101 • United States
320 North Alexander, Port Allen, LA 70767 • United States
728 Ryan Street, Lake Charles, LA 70601 • United States
435 Corporate Drive, Ste 102, Houma, LA 70360 • United States
1821 West Highway 30, Gonzales, LA 70737 • United States
31635 La Highway 16, Denham Springs, LA 70726 • United States
1675 N. Highway 190, Covington, LA 70433 • United States
729 South Vaughan St, Brusly, LA 70719 • United States
10725 Perkins Rd, Baton Rouge, LA 70810 • United States
500 Laurel Street, Baton Rouge, LA 70801 • United States
7880 Jefferson Highway, Baton Rouge, LA 70809 • United States
2328 Metairie Rd., Ste 100, Metairie, LA 70001 • United States
970 S Acadia Rd Suite C, Thibodaux, LA 70301 • United States
4626 Sherwood Common Blvd. Suite 204, Baton Rouge, LA 70816 • United States
1201 Camellia Blvd. Ste 100, Lafayette, LA 70508 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Baton Rouge | LA | 12/2015 | Present |
1. 12/2/2015 - Business First Wealth Solutions Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2015 - Time Spent 100%. 2. 2/10/2020 - LGR Wealth Solutions Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/06/2020 - 40 Hours Per Month During Securities Trading. 3. 9/20/2021 - LGR Properties LLC - Investment Related - 4626 Sherwood Common Blvd, Suite 204, Baton Rouge, LA. 70816 - Real Estate Rental - Started 04/01/2021 - 8 Hours Per Month/2 Hours During Securities Trading - Holding LLC Company LLC for future office real estate purchase. 4. 05/17/2022 -LGR WSG Holdings LLC - Not Investment Related - 4626 Sherwood Commons Blvd, STE 204, Baton Rouge, LA. 70816 - Business Entity For Tax/Investment Purposes Only - Start Date - 06/01/2021 - 40 Hours Per Month/ 40 Hours During Securities Trading. 5. 05/17/2022 - BL Consulting LLC - Not Investment Related - 4626 Sherwood Commons Blvd, STE 204, Baton Rouge, LA. 70816 - Business Entity For Tax/Investment Purposes Only - Start Date - 06/01/2022 - 15 Hours Per Month/ 15 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
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