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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-06 |
| LA | RA | APPROVED | 2020-01-31 |
Branch Locations
1707 Chantilly Dr Ste D, La Place, LA 70068 • United States
Ponchatoula, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 01/2020 |
| Lpl Financial, Llc | Ponchatoula | LA | 01/2020 | Present |
1)01/2020 - DBA for LPL Business (entity for LPL business) - Retirement Planning Partners - 100% - INVESTMENT RELATED - PONCHATOULA, LA 70454 2)01/2020 - Business Entity For Tax/Investment Purposes Only - CnC LLC - 0% - INVESTMENT RELATED - PONCHATOULA, LA 70454 3)Mineral Rights - 0% - INVESTMENT RELATED - PONCHATOULA, LA. 4) 3/24/2020 - CNC Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/23/2020 - 8 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-21 |
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