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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-10-14 |
| TX | RA | APPROVED_RES | 2016-10-14 |
Branch Locations
500 Dan Reneau Dr, Ste 334 Tech Pointe #1, Ruston, LA 71270 • United States
607 Willow Glen Dr, Ruston, LA 71270 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bayou Oaks Baptist Church | Monroe | LA | 01/2012 | Present |
| Edward Jones | St Louis | MO | 11/2013 | 10/2016 |
| Lpl Financial, Llc | Ruston | LA | 10/2016 | Present |
1. 10/13/2016 - BLOUNT FINANCIAL STEWARDS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 9/29/2016 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 6/4/2018 - Blount Financial Stewards Insurance Integration - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 05/01/2017 - 10 Hours Per Month/5 Hours During Securities Trading - HSA, Health, Disability, Long-term Care Insurance, P&C. 3. 6/4/2018 - Blount Financial Stewards Premier Integration - Not Investment Related - At Reported Business Location(s) - Other-Bookkeeping - Bookkeeper - Started 05/08/2017 - 10 Hours Per Month/0 Hours During Securities Trading. 4. 12/10/2019 - MUSICbyJB.com - Not Investment Related - 2301 Royal Oaks Dr is the address of the company MUSICbyJB, services provided at various locations. - Other-Music - Oowner/sole teacher - Started 11/18/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Music lessons, online and in person after market closes. 5. 12/10/2019 - JukeBox BOOMers - Not Investment Related - 2301 Royal Oaks Dr is the address of the company MUSICbyJB, services provided at various locations. - Other-Musician - Started 11/18/2019 - MUSICbyJB.com operates in public as Jukebox BOOMers (not yet a registered DBA), a musical band for public events. 6. 5/18/2021 - Unity Stewards Ministries, LLC - Not Investment Related - At Reported Business Location(s) & Home Based - Other-Business Owner - Start Date: 12/1/2020 - 10 Hours Per Month/0 Hours During Securities Trading. 7. 09/24/2025- Other - Author- Not INV Related- Home Based- 10 Hours Per Month 8. 11/30/2025 - www.Vesprose.com - Other - Author - Owner - Not Investment Related - Home Based - Start Date 01/01/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-04 |
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