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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
714 E. Kaliste Saloom, Ste D2, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial | Dallas | TX | 01/2007 | 04/2023 |
| Lpl Financial Llc | Lafayette | LA | 04/2023 | Present |
1) 3/2023 - Bentley & Company Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / at reported business location(s) 2) 3/2023 - Real Estate Rental / Owner of Real Estate Rental / Investment Related / 500 Gulf Shore Dr Unit 614B, Destin, FL / Start Date 04/03/2023 3) 3/2023 - Family Trust of Suzanne Owens / Act in a Fiduciary Capacity / Trustee for a family trust / Investment Related 4) 3/2023 - Carlo Bentley Properties LLC / Real Estate Rental / Owner of Real Estate Rental / #1 714 East Kaliste Saloom, Ste D2, Lafayette, LA 70508 Currently Rented by Bentley and CO LLC / #2 714 East Kaliste Saloom, Ste D4, Lafayette, LA 70508 Currently Rented by Bentley and CO LLC / #3 1100 Albertson Pkwy #L2, Broussard, LA 70518 Storage Building / #4 1100 Albertson Pkwy #E-19, Broussard, LA 70518 Storage Building / Start date 04/03/2023 5) 09/05/2023 - Bentley & Company LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 08/31/2023 - 5 Hours Per Month/ 0 Hours Durig Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-24 |
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