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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-02-13 |
| LA | RA | APPROVED | 2026-02-11 |
| TX | RA | APPROVED | 2025-09-26 |
Branch Locations
706 S. Walton Blvd, Bentonville, AR 72712 • United States
8201 Preston Rd 1St Floor, Dallas, TX 75225 • United States
1300 Oliver Road, Monroe, LA 71201 • United States
3810 Richmond Ave, Houston, TX 77027 • United States
1700 E Highland Dr, Jonesboro, AR 72401 • United States
2900 Ridgelake Drive, Metairie, LA 70002 • United States
805 Veterans Dr, Carencro, LA 70520 • United States
200 West Congress Street, Lafayette, LA 70501 • United States
10097 Katy Freeway, Houston, TX 77024 • United States
5121 Johnston St., Lafayette, LA 70506 • United States
1120 Jefferson Terrace, New Iberia, LA 70560 • United States
2601 Moss St, Lafayette, LA 70501 • United States
3700 Essen Ln, Baton Rouge, LA 70809 • United States
4440 Nelson Rd, Lake Charles, LA 70605 • United States
601 Poydras St., New Orleans, LA 70130 • United States
5800 R St 1St Floor, Little Rock, AR 72207 • United States
1720 Manhattan Blvd, Harvey, LA 70058 • United States
7325 Highland Rd, Baton Rouge, LA 70808 • United States
850 N. Causeway Blvd., Mandeville, LA 70448 • United States
2821 West 7Th Street Ste450, Fort Worth, TX 76126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Charlotte | NC | 12/2019 | 04/2021 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 04/2021 | 09/2022 |
| Equitable Advisors, Llc | New York | NY | 09/2022 | 05/2025 |
| Truist Financial | Charlotte | NC | 04/2010 | 02/2021 |
| Truist Investment Services Inc | Atlanta | GA | 04/2010 | 02/2021 |
| Truist Advisory Services, Inc | Atlantic | GA | 09/2016 | 02/2021 |
| First Horizon Bank | Dallas | TX | 08/2025 | Present |
| Lpl Financial Llc | Dallas | TX | 09/2025 | Present |
1. 09/24/2025 - 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 08/25/2025 2. 10/23/2025- Real Estate Rental- INV Related- At Indian Trail NC- Start date 10/23/25- 1 Hour Per Month 3. 10/23/2025- GLG- Outside/W-2 Employment- INV Related- At Austin, TX- Start date 10/09/2025- 1 Hour Per Month 4. 05/27/2026 - GuidePoint - Outside/W-2 Employment - Not Investment Related - New York, NY - Start Date 05/14/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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