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Current Employers
Strategic Financial Concepts, Llc

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-05-03
  • LA RA
    APPROVED
    Since 2024-05-03

Branch Locations

2817 Athania Parkway, Metairie, LA 70002 • 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
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
  • 05/2019 → 04/2024
    St Louis, MO
  • 10/2017 → 05/2019
    Courtney Gulledge State Farm
    Harahan, LA
  • 05/2013 → 10/2017
    Ye Olde Memories Llc
    New Orleans, LA
  • 04/2024 → Present
    Lpl Financial
    Metaire, LA
Previous Registrations
  • 2019-07-23 → 2024-04-29
    Kenner, LA
    St Louis, MO
    Kenner, LA
    Metairie, LA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-22
  • S66 Uniform Combined State Law Examination
    2019-07-22
Other Names
  • Alex Littlepage
  • Alexander Littlepage
  • Alexander Patrick Littlepage

View on SEC IAPD

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