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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-10 |
| LA | RA | APPROVED | 2015-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lafayette | LA | 09/1984 | Present |
1. 02/29/2016 - Bottomline Money Management, Inc. - INV REL - 204 Mitze Drive, Lafayette, LA 70507 - Tax Prep/Accounting/CPA - START 01/01/2016 - Accountant - I do the accounting for the business. 2. 02/29/2016 - Taxes and Financial Planning Services, Inc. - INV REL - 204 Mitze Drive, Lafayette, LA 70507 - Tax Prep/Accounting/CPA - START 01/01/2016 - Accountant 3. 10/14/2025- South Louisiana Community College- Other - Education- Not INV Related- At Lafayette, LA- Start date 01/12/2026- 20 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-09 |
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