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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| IL | RA | APPROVED | 2026-02-10 |
| LA | RA | APPROVED | 2022-03-30 |
Branch Locations
325 Settlers Trace Blvd, Suite 101, Lafayette, LA 70508 • United States
104 E Broadway, Trenton, IL 62293 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Bank | Lafayette | LA | 03/2021 | 04/2024 |
| 15Th Judicial District Court "Family Court Intervention" | Lafayette | LA | 09/2019 | 02/2021 |
| Unemployed/Full Time Student | Lafayette | LA | 11/2018 | 08/2019 |
| West Marine | Lafayette | LA | 05/2018 | 10/2018 |
| University Of Louisiana At Lafayette Student Union | Lafayette | LA | 01/2018 | 07/2018 |
| University Of Louisiana At Lafayette Student Rec Center | Lafayette | LA | 07/2017 | 12/2017 |
| Lafayette Habitat For Humanity | Lafayette | LA | 02/2017 | 12/2020 |
| Unemployed/Full Time Student | Lafayette | LA | 08/2016 | 07/2017 |
| University Of Louisiana At Lafayette | Lafayette | LA | 08/2016 | 12/2020 |
| Lpl Financial, Llc | Lafayette | LA | 08/2021 | Present |
1. 05/02/2024 - Cornerstone Financial Group, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/05/2024 - 160 Hours Per Month/ 120 Hours During Trading 2. 04/30/2025 - CWM Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:4/28/2025 - 0 Hours Per Month/ 0 Hours During Trading 3. 02/04/2026 - PWM Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/30/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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