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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-08-21
  • LA RA
    APPROVED
    Since 2025-08-21

Branch Locations

2900 Ridgelake Drive, Metairie, LA 70002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2022 → 01/2025
    Hancock Whitney Bank
    Metairie, LA
  • 01/2022 → 08/2022
    Shipt
    New Orleans, LA
  • 03/2020 → 01/2022
    Capital One
    New Orleans, LA
  • 05/2017 → 03/2020
    Capital One
    Metairie, LA
  • 10/2016 → 04/2017
    Wyndham Vacation Ownership
    New Orleans, LA
  • 05/2015 → 10/2016
    C&B Farms
    Hopewell, MS
  • 08/2022 → 01/2025
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 05/2023 → 01/2025
    Metairie, LA
  • 02/2025 → Present
    First Horizon
    Metairie, LA
  • 08/2025 → Present
    Metairie, LA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
  • S66 Uniform Combined State Law Examination
    2023-05-25

View on SEC IAPD

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