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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Whitney Bank | Metairie | LA | 08/2022 | 01/2025 |
| Shipt | New Orleans | LA | 01/2022 | 08/2022 |
| Capital One | New Orleans | LA | 03/2020 | 01/2022 |
| Capital One | Metairie | LA | 05/2017 | 03/2020 |
| Wyndham Vacation Ownership | New Orleans | LA | 10/2016 | 04/2017 |
| C&B Farms | Hopewell | MS | 05/2015 | 10/2016 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2022 | 01/2025 |
| Cetera Investment Advisers Llc | Metairie | LA | 05/2023 | 01/2025 |
| First Horizon | Metairie | LA | 02/2025 | Present |
| Lpl Financial Llc | Metairie | LA | 08/2025 | Present |
1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/25/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-25 |
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