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Mason Chambers Ibert

LPl Financial LLC

Baton Rouge, LA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-12
LA RA APPROVED 2022-08-29
  • TX RA
    APPROVED_RES
    Since 2023-10-12
  • LA RA
    APPROVED
    Since 2022-08-29

Branch Locations

10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • 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
Morgan Stanley Baton Rouge LA 06/2016 06/2017
Morgan Stanley Private Bank, National Association New York NY 09/2016 06/2017
Cetera Investment Advisers Llc Alexandria LA 06/2017 04/2020
Cetera Investment Servces Llc St. Cloud MN 06/2017 04/2020
Red River Bank Shreveport LA 06/2017 04/2020
Hancock Whitney Bank Baton Rouge LA 04/2020 08/2022
Hancock Whitney Investment Services, Inc. Baton Rouge LA 04/2020 08/2022
Lpl Financial Baton Rouge LA 08/2022 Present
  • 06/2016 → 06/2017
    Baton Rouge, LA
  • 09/2016 → 06/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2017 → 04/2020
    Alexandria, LA
  • 06/2017 → 04/2020
    Cetera Investment Servces Llc
    St. Cloud, MN
  • 06/2017 → 04/2020
    Red River Bank
    Shreveport, LA
  • 04/2020 → 08/2022
    Hancock Whitney Bank
    Baton Rouge, LA
  • 04/2020 → 08/2022
    Baton Rouge, LA
  • 08/2022 → Present
    Lpl Financial
    Baton Rouge, LA
Previous Registrations
Other Businesses

1- 08/2022 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / Baton Rouge, LA 70809 2- 08/2022 / Altus Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Baton Rouge, LA 70809 3- 07/03/2023 - Altus Benefit Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Start Date 06/30/2023 - 10 Hours Per Month/ 1 Hour During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-13
  • S66 Uniform Combined State Law Examination
    2016-10-13

View on SEC IAPD

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