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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-07 |
| LA | RA | APPROVED | 2015-12-03 |
Branch Locations
970 S Acadia Rd Suite C, Thibodaux, LA 70301 • United States
4626 Sherwood Common Blvd. Suite 204, Baton Rouge, LA 70816 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Baton Rouge | LA | 12/2015 | Present |
1. 12/2/2015 - Business First Wealth Solutions Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/1/15 - Time Spent 100%. 2. 4/8/2020 - LGR Wealth Solutions LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) DBA for LPL Business (entity for LPL business) - Started 02/20/2020 - 160 Hours Per Month/80 Hours During Securities Trading. 3. 4/8/2020 - LGR HOLDINGS LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 07/01/2018 - 20 Hours Per Month/8 Hours During Securities Trading. 4. 1/7/2022 - LGR Properties - Investment Related - 4626 Sherwood Common Blvd Ste #204 Baton Rouge, LA 70816 - Real Estate Rental - Start Date 3/19/2021 - 2 Hours Per Month/2 Hours During Securities Trading - Office building LGR wealth solutions rents for business office. 5. 06/14/2022 - RR GILL Consulting LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/01/2022 - 30 Hours Per Month/ 30 Hours During Securities Trading. 6. 12/23/2024- LGR wealth solutions llc-DBA for LPL Business (entity for LPL business)- Not INV Related- At Thibodaux, la - Start date 02/20/2020- 160 Hours Per Month- 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-14 |
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