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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-08
LA RA APPROVED 2025-08-21
  • TX RA
    APPROVED
    Since 2026-05-08
  • LA RA
    APPROVED
    Since 2025-08-21

Branch Locations

2900 Ridgelake Drive, Metairie, LA 70002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hancock Investment Services, Inc. Metairie LA 03/2011 08/2022
Cetera Investment Services Llc St Cloud MN 08/2022 12/2024
Cetera Investment Advisers Llc New Orleans LA 08/2022 12/2024
Hancock Whitney Bank New Orleans LA 03/2011 12/2024
First Horizon Advisors Metairie LA 12/2024 Present
Lpl Financial Llc Metairie LA 08/2025 Present
  • 03/2011 → 08/2022
    Hancock Investment Services, Inc.
    Metairie, LA
  • 08/2022 → 12/2024
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2022 → 12/2024
    New Orleans, LA
  • 03/2011 → 12/2024
    Hancock Whitney Bank
    New Orleans, LA
  • 12/2024 → Present
    First Horizon Advisors
    Metairie, LA
  • 08/2025 → Present
    Metairie, LA
Previous Registrations
  • 2025-01-03 → 2025-08-21
    First Horizon Advisors, Inc.
    Metairie, LA
  • 2022-08-10 → 2024-12-20
    New Orleans, LA
    Metairie, LA
    Metairie, LA
    Kenner, LA
    Metairie, LA
    Metairie, LA
    New Orleans, LA
    River Ridge, LA
    Metairie, LA
  • 2011-08-10 → 2022-08-10
    River Ridge, LA
    Metairie, LA
    Jefferson, LA
    Harahan, LA
    Metairie, LA
    New Orleans, LA
    New Orleans, LA
    Kenner, LA
    Metairie, LA
    Jefferson, LA
    Harvey, LA
    Metairie, LA
    River Ridge, LA
    Metairie, LA
    Metairie, LA
    Kenner, LA
    Metairie, LA
    New Orleans, LA
    New Orleans, LA
Other Businesses

1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/25/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-09
  • S66 Uniform Combined State Law Examination
    2011-08-09
Other Names
  • Jacob Timothy
  • Jacob Timothy

View on SEC IAPD

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