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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-09-04 |
| LA | RA | APPROVED | 2012-05-15 |
Branch Locations
2817 Athania Parkway, Metairie, LA 70002 • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Metairie | LA | 09/2009 | Present |
| Strategic Financial Concepts | Metairie | LA | 05/2012 | Present |
(1) 05/16/2012 - STRATEGIC FINANCIAL CONCEPTS (SFC) - REGISTERED INVESTMENT ADVISOR - (HYBRID) STRATEGIC FINANCIAL CONCEPTS (SFC) - I WILL PROVIDE ADVISORY SERVICES, FINANCIAL PLANS OR ADVICE FOR HOURLY AND OR FIXED FEES - 40% OF TIME SPENT - METAIRIE, LA (2) 11/04/2013 - BENEFIT PLANNING GROUP - NON-VARIABLE INSURANCE DBA - BENEFIT PLANNING GROUP - TITLE: VICE PRESIDENT. IN ADDITION TO THE VARIABLE PRODUCTS UNDER THE LPL BD I ALSO SELL INSURANCE PRODUCTS INCLUDING HEALTH, LIFE DENTAL, DISABILITY INCOME INSURANCE AND FIXED ANNUITIES. - 50% OF TIME SPENT - METAIRIE, LA (3) 03/19/2019 - Benefit Planning Group Insurance & Wealth Management - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - 160 hrs/mo - 160 hrs during trading. (4) 04/27/2022 - Thomas John Meyer, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 04/01/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-16 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-12 |
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