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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
3054 Monterrey Drive, Baton Rouge, LA 70814 • United States
Monroe, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Baton Rouge | LA | 10/2024 | 06/2026 |
| Homemaker | Baton Rouge | LA | 01/2025 | 05/2025 |
| Allstate | Baton Rouge | LA | 01/2024 | 12/2024 |
| Jerusalem Basketball | Jerusalem | 01/2023 | 12/2023 | |
| Ramat Gan Basketball | Ramat Gan | 01/2022 | 12/2022 | |
| Modiin Basketball | Shoham | 01/2021 | 12/2021 | |
| Homemaker | Baton Rouge | LA | 01/2020 | 12/2020 |
| Ashqelon Basketball | Ashqelon | 01/2019 | 12/2019 | |
| Bigua Basketball | Montevideo | 01/2018 | 12/2018 | |
| Beer Sheva Basketball | Beer Sheva | 01/2017 | 12/2017 | |
| Hod Hasharon Basketball | Hod Hasharon | 01/2016 | 12/2016 | |
| Pfs Investments Inc. | Baton Rouge | LA | 07/2025 | 06/2026 |
| Lpl Enterprise Llc | Baton Rouge | LA | 07/2026 | Present |
1. 06/26/2026 - Property & Casualty - Property and Casualty - Monroe LA - Inv Related – OBA Start Date: 01/01/2025 – 0 Hour(s)/Month – 0 Hour(s) During Trading 2. 06/26/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Monroe LA - Inv Related – OBA Start Date: 06/03/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading 3. 06/26/2026 - Storm Warren, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Monroe LA - Inv Related – OBA Start Date: 06/03/2026 – 160 Hour(s)/Month – 160 Hour(s) During Trading 4. 06/26/2026 - Hapoel Tel Aviv - Coach/ Sports/ Fitness - Monroe LA - Not Inv Related – OBA Start Date: 06/01/2026 – 10 Hour(s)/Month – 0 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
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