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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-15 |
| LA | RA | APPROVED | 2008-10-30 |
Branch Locations
2810 Johnston St, Lafayette, LA 70503 • United States
503 Kaliste Saloom Rd, Lafayette, LA 70508 • United States
806 Veterans Drive, Carencro, LA 70520 • United States
1001 Johnston St, Lafayette, LA 70501 • United States
5028 Ambassador Caffery Pkwy, Lafayette, LA 70508 • United States
4202 Johnston St, Lafayette, LA 70503 • United States
1219 Albertsons Parkway, Broussard, LA 70518 • United States
1020 Coolidge Blvd, Lafayette, LA 70503 • United States
12946 Dairy Ashford Rd Ste 100, Sugarland, TX 77478 • United States
3738 Westheimer Road, Houston, TX 77027 • United States
105 E Parkwood Ave Ste 101, Friendswood, TX 77546 • United States
800 1 -10 South Frontage Rd, Scott, LA 70583 • United States
5940 Fairmont Pkwy, Pasadena, TX 77505 • United States
100 Albertons Pkwy, Broussard, LA 70518 • United States
805 Main St, Elton, LA 70532 • United States
19415 Gulf Freeway, Webster, TX 77598 • United States
114 N Main St, Church Point, LA 70525 • United States
301 S Main St, St Martinville, LA 70582 • United States
357 Odd Fellows Rd, Crowley, LA 70526 • United States
128 E Academy, Jennings, LA 70546 • United States
1245 Camellia Blvd Ste 100, Lafayette, LA 70508 • United States
102 S Adams, Welsh, LA 70591 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lafayette | LA | 10/2008 | Present |
| St. Martin Bank & Trust | Lafayette | LA | 10/2008 | 12/2017 |
1. 9/5/2017 - Axiom Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 12/01/2017 - 180 Hours Per Month/96 Hours During Securities Trading. 2. 7/24/2020 - HB Financial/Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/15/2018 - 160 Hours Per Month/140 Hours During Securities Trading. 3. 4/13/2021 - Sonnier Family Properties, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 08/01/2016 - 0 Hours Per Month - Entity for investment properties only. 4. 08/05/2021 - HB Financial - HB Financial-Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2011 - 160 Hours Per Month/130 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-27 |
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