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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
10313 Jefferson Hwy Ste B, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Baton Rouge | LA | 10/2014 | 11/2016 |
| Bank Of America, N.A. | Baton Rouge | LA | 05/2015 | 11/2016 |
| Jp Morgan Securities, Llc | Baton Rouge | LA | 12/2016 | 08/2019 |
| Hancock Whitney Bank | Baton Rouge | LA | 08/2019 | 03/2022 |
| Hancock Whitney Investment Services, Inc. | Baton Rouge | LA | 08/2019 | 03/2022 |
| Ameriprise Financial Services, Llc | Baton Rouge | LA | 03/2022 | 03/2026 |
| Lpl Financial Llc | Baton Rouge | LA | 04/2026 | Present |
1.04/17/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Altus Wealth Management; Investment Related; at Reported Business Location(s); Start Date 04/07/2026; 160hrs/mth; 160hrs during trading 2.04/17/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Gladstone Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 04/07/2026; 160hrs/mth; 160hrs during trading 3.04/17/2026; Altus Benefit Solutions, INC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/07/2026; 5hrs/mth; 0hrs during trading 4.07/28/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wildwood Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-16 |
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