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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
970 S Acadia Rd Suite C, Thibodaux, LA 70301 • United States
4626 Sherwood Common Blvd. Suite 204, Baton Rouge, LA 70816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 12/1/2015 - Time Spent 100%. 2. 4/6/2020 - LGR Holdings LLC - DBA: LGR Wealth Solutions Group LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 07/02/2018 - 160 Hours Per Month/7 Hours During Securities Trading. 3. 4/6/2020 - LGR Wealth Solutions Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/03/2020 - 160 Hours Per Month/7 Hours During Securities Trading. 4. 1/7/2022 - LGR Properties LLC - Investment Related - 4626 Sherwood Common Blvd Ste #204 Baton Rouge, LA 70816 - Real Estate Rental - Start Date 3/19/2021 - 8 Hours Per Month/0 Hours During Securities Trading - LLC we set up to own our office. 5. 05/23/2022 - Roberson Consulting Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 20 Hours Per Month/ 1 Hours During Securities Trading. 6. 05/25/2022 - LGR WSG Holdings LLC - Not Investment Related - 11307 Coursey Blvd, Baton Rouge, LA 70810 - Business Entity For Tax/Investment Purposes Only - Start Date - 07/02/2018 - 160 Hours Per Month/ 7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-07 |
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