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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-12-06 |
| LA | RA | APPROVED | 2005-11-09 |
Branch Locations
12225 Highway 90 Suite A, Luling, LA 70070-3134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Luling | LA | 08/2005 | Present |
(1) 11/13/2007: LEBLANC WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) (2) 02/19/2013: R.R. LEBLANC AND ASSOCIATES, INC - LEGAL ENTITY FOR ACCOUNTING/TAX PURPOSES ONLY (3) 07/03/2015: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 01/01/2015 - 1 HR/MO NONE DURING SECS TRDG HRS - SELL INS TYPES: LIFE, LONG-TERM CARE (4) 07/03/2015: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 01/01/2015 - 1 HR/MO ALL DURING SECS TRDG HRS - INS TYPES: LIFE, LONG-TERM CARE. INTRODUCE CLIENTS TO A THIRD PARTY THAT SCHEDULES THE MEDICAL EXAM AND DOES ALL THE PAPERWORK FOR OUR CLIENT TO GET TERM INSURANCE. (5) 11/21/2016: Partners Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/11/2016 - 2 Hours Per Month/1 Hour During Securities Trading - Fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-26 |
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