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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-11 |
Branch Locations
1525 Camellia Blvd, Lafayette, LA 70508 • United States
1525 Camellia Blvd, Lafayette, LA 70508 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Lafayette | LA | 08/1997 | 02/2024 |
| Wealth Advisors, Llc | Lafayette | LA | 01/2004 | 03/2024 |
| Lpl Financial Llc | Lafayette | LA | 03/2024 | Present |
1) 01/24/2024 - Insurance Advsiors LLC - Insurance Agency - Selling: Health, Life, Disability - Owner - LA 70508 - Investment related - 5 Hours per month - Start date: 01/01/2020. 2) 01/24/2024 - WEALTH ADVISORS. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 145 Hours per month. 3) 01/24/2024 - Office Rental - LA 70508 - owner - Investment related - 1% Time spent - Start date: 01/01/2020. 4) 01/24/2024 - Tax Advisors LLC - Tax Prep/Accounting/CPA - Owner - LA 70508 - Investment related - 4 Hours per month - Start date: 01/01/2008.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-17 |
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