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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2019 | 04/2024 |
| Courtney Gulledge State Farm | Harahan | LA | 10/2017 | 05/2019 |
| Ye Olde Memories Llc | New Orleans | LA | 05/2013 | 10/2017 |
| Lpl Financial | Metaire | LA | 04/2024 | Present |
1- 04/2024 / Benefit Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading 2- 05/2024 - Strategic Financial Concepts, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 5/3/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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 firm is separate from and independent of LPL Financial. 3- 08/21/2024 - Alexander Littlepage - Other - DBA for LPL and Fixed Insurance sales - Investment Related - At Reported Business Location(s) - Start Date 04/30/2024 - 12 Hours Per Month/ 3 Hours During Trading 4- 08/21/2024 - Littlepage Investments LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 05/16/2024 - 40 Hours per Month/ During Trading 5- 12/18/2024 - Benefit Planning Group - Outside/W-2 Employment - Admin - Not Investment Related - At Reported Business Location(s) - Start Date 04/29/2024 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-22 |
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