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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| LA | RA | APPROVED | 2021-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Houma | LA | 08/2021 | Present |
| Callais Capital Management | Thibodaux | LA | 01/2018 | 05/2018 |
| Morgan Stanely | Houma | LA | 02/2019 | 05/2019 |
| Student: College | Thibodaux | LA | 08/2014 | 05/2019 |
| Student: Mba | New Orleans | LA | 08/2020 | Present |
| Unemployed | Houma | LA | 06/2019 | 07/2020 |
1. 09/16/2022 - Flagship Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/19/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 09/21/2022 - BVH - Investment Related - Houma La 70363 - Real Estate Rental - Start Date - 07/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 01/31/2024 - Steady Shot IP - Other - Business Owner - Not Investment Related - Home Based - Start Date 12/18/2023 - 0 Hours per Month/ 0 Hours During Trading 4. 01/31/2024 - Outdoor Sporting Products - Other - Business Owner - Not Investment Related - Home Based - Start Date 12/18/2023 - 5 Hours per Month/ 0 Hours During Trading 5. 08/07/2025 - Flagship Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported Business location(S) - Start date: 01/01/2022 - 140 Hours per Month/ 7 Hours During Trading 6. 12/02/2025 - Outdoor Sporting Products - Other - LLC privately owned business - Investment Related - Online - Start Date 12/18/2023 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
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