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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-11-14 |
Branch Locations
500 Dover Boulevard Suite 100, Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Lafayette | LA | 06/2006 | 11/2024 |
| Pinnacle Group | Lafayette | LA | 02/2015 | Present |
| Lpl Enterprise, Llc | Lafayette | LA | 11/2024 | Present |
1) 10/09/2024- Courtesy Properties LLC- 50% Owner with husband, I handle accounting for LLC- Real Estate Rental- INV Related- Lafayette, LA- Start Date 02/01/2017- 4hrs/mth- 0hrs during trading 2) 10/09/2024- Pinnacle Group Insurance and Financial Services- Selling and Servicing insurance and financial products- DBA for LPL Business (entity for LPL business)- INV Related- Lafayette, LA- Start Date 10/01/2007- 80hrs/mth- 80hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-04 |
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