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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-15 |
Branch Locations
2485 Tower Dr, Unit 8, Monroe, LA 71201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securitiec Llc | Baton Rouge | LA | 04/2016 | 11/2023 |
| New York Life Insurance Co. | Baton Rouge | LA | 02/2016 | 11/2023 |
| Fletcher Financial Group | West Monroe | LA | 03/2022 | 11/2023 |
| Cetera Advisors Llc | St Cloud | MN | 11/2023 | 12/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 12/2025 |
| Lpl Financial Llc | Monroe | LA | 12/2025 | Present |
1. 11/2025 - Wellbuilt Advising and Consulting, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 40 Hour(s)/Month - 30 Hour(s) During Trading - West Monroe, LA, 71292 - OBA Start Date: 11/18/2025 2. 11/2025 - NVI - Non-Variable Insurance - Inv Related - 02 Hour(s)/Month - 02 Hour(s) During Trading - Monroe, LA, 71201 - OBA Start Date: 11/18/2025 3. 11/2025 - Yarbrough Capital Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/9/2025 4. 11/2025 - Wellbuilt Advising and Consulting, LLC - Business Owner - Inv Related - 40 Hour(s)/Month - 30 Hour(s) During Trading - West Monroe, LA, 71292 - OBA Start Date: 11/20/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-17 |
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