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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
900 Se Ocean Blvd, Ste 244, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curbside Burgers | Baton Rouge | LA | 06/2018 | 02/2019 |
| Lauberge | Baton Rouge | LA | 06/2015 | 04/2018 |
| Lpl Financial Llc | Lafayette | LA | 08/2018 | 04/2021 |
| The St. John's Restaurant | St Martinville | LA | 04/2019 | 02/2020 |
| Florida Financial Advisors | Miami | FL | 05/2021 | 08/2025 |
| Trinity Wealth Securities, Llc | Miami | FL | 09/2021 | 01/2025 |
| Lpl Financial Llc | West Palm | FL | 08/2025 | Present |
1. 08/04/2025 - Initiative Wealth Planners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - OBA Start Date:05/18/2025 - 8 Hour(s)/Month - 2 Hour(s)During Trading. 2. 08/04/2025- Bradley Sonnier - Non-Variable Insurance - Investment Related - West Palm, FL 33401 - OBA Start Date: 05/18/2025 - 8 Hour(s)/Month - 1 Hour(s) During Trading 3. 10/24/2025 - Sonnier Brothers LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:10/03/2025 - 10 Hrs/Mth - 0 Hrs During Trading. 4. 07/01/2026 - Initiative Wealth Planners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 8 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-14 |
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