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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2022-03-03 |
| TX | RA | APPROVED | 2022-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lake Charles | LA | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Charles | LA | 11/2016 | 03/2017 |
| Lpl Financial, Llc | Lake Charles | LA | 03/2017 | Present |
| Newedge Advisors, Llc (Gwm Advisors, Llc) | Lake Charles | LA | 04/2017 | Present |
1. 03/23/2017 - TOUJOURS PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAKE CHARLES, LA. 2. 4/11/2017 - GWM Advisors, LLC - DBA: (hybrid) Toujours Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/18/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide administrative services through GWM Advisors, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 172 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 12/18/2017 - Toujours Worth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/06/2017 - 30 Hours Per Month/30 Hours During Securities Trading. 4. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 04/01/2017 - 172 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity on 4/11/2017. I expect to spend approximately 172 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 5. 06/22/2022 - Generation Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/21/2022 - 176 Hours Per Month/7 Hours During Securities Trading. 6. 10/14/2022 - Danielle Nava - Investment Related - Home Based - DBA for LPL Business (entity for LPL business) - Start Date: 10/05/2022 - 15 Hours Per Month/15 Hours During Securities Trading. 7. 02/27/2025 - ProgressiveFinancialAdvisors.com - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/10/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-29 |
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