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3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-28 |
Branch Locations
6 Centerpointe Drive Suite 700, La Palma, CA 90623 • United States
3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 10/2017 | 04/2024 |
| Tim Mcvey | Long Beach | CA | 09/2009 | 10/2017 |
| Mgm Financial Gorup | La Palma | CA | 10/2017 | Present |
| Lpl Financial Llc | La Palma | CA | 04/2024 | Present |
| Legacy Investment Strategies, Llc | Metairie | LA | 04/2024 | Present |
| Crown Capital Securities, Lp | Orange | CA | 05/2022 | 04/2024 |
1. 04/17/2024 - MGM Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 5/1/2024 2. 04/17/2024 - MGM Financial Group - Tax Prep/Accounting/CPA - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/1/2017 - 25 Hours Per Month/ 2 Hours During Trading 3. 04/2024 - LPL FINANCIAL - REGISTERED REPRESENTATIVE; INVESTMENT RELATED, AT REPORTED BUSINESS LOCATION; 25 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-31 |
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