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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED_RES | 2025-08-21 |
Branch Locations
200 West Congress Street, Lafayette, LA 70501 • 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 |
|---|---|---|---|---|
| Hancock/Whitney Bank | Lafayette | LA | 06/2016 | 06/2019 |
| Hancock/Whitney Investment Services, Inc. | Lafayette | LA | 06/2016 | 06/2019 |
| Iberia Wealth Advisors | Lafayette | LA | 06/2019 | 07/2020 |
| First Horizon Advisors | Lafayette | LA | 07/2020 | Present |
| Lpl Financial Llc | Lafayette | LA | 08/2025 | Present |
1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/24/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-07-09 |
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