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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-21 |
Branch Locations
601 Poydras St., New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scotia Capital (Usa) Inc | New Orleans | LA | 11/2012 | 04/2019 |
| Iberia Wealth Advisors & Iberia Financial Services | New Orleans | LA | 05/2019 | 07/2020 |
| Infinex Investments, Inc. | Meriden | CT | 10/2019 | 07/2020 |
| First Horizon Advisors | New Orleans | LA | 07/2020 | Present |
| Lpl Financial Llc | New Orleans | LA | 08/2025 | Present |
1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/23/2025 - 160 hours per month/ during trading 2- 08/21/2025 - First Horizon Bank - Financial Institution Duty - Head of Wealth Managment and Private Banking - Investment Related - At Reported Business Location(s) - Start Date 05/06/2019 - 160 hours per month/ during trading 3- 08/21/2025 - Longleaf Holdings LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 04/30/2014 - 1 hour per month/ 0 hours during trading 4- 08/21/2025 - de Laureal Development LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 01/20/2005 - 0 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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