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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
| LA | RA | APPROVED | 2022-10-25 |
Branch Locations
8558 Highway 23 Ste 1, Belle Chasse, LA 70037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Metairie | LA | 07/2021 | 10/2022 |
| Tulane University | New Orleans | LA | 01/2015 | 05/2019 |
| Catamount Financial Advisors | Burlington | VT | 06/2017 | 06/2017 |
| Impera Wealth Management, Llc | Metairie | LA | 06/2019 | 10/2022 |
| Raymond James Financial Services Advisors, Inc. | Metairie | LA | 04/2022 | 10/2022 |
| Raymond James Financial Services | Bellaire | TX | 06/2018 | 08/2018 |
| Financial Consulting Group | Metairie | LA | 08/2018 | 05/2019 |
| Lpl Financial Llc | Belle Chasse | LA | 10/2022 | Present |
1)10/06/2022 - Nielsen Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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