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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-18 |
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
5448 Provine Place, Suite B, Alexandria, LA 71303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services, Inc. | Dallas | TX | 08/2007 | 06/2024 |
| Lpl Financial Llc | Alexandria | LA | 06/2024 | Present |
1) 06/24/2024 - Huddleston Smith Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 06/24/2024 - BS&DH Holdings LLC - Business Entity For Tax/Investment Purposes Only - Co-owner - LA 71303 - Non investment related - 1 Hour per month - Start date: 09/01/2016. 3) 06/24/2024 - BS&DH Holdings LLC - Real Estate Rental - Co-owner - La 71301 - Investment related - 1 Hour per month - Start date: 08/01/2016. 4) 06/24/2024 - Infenergy, LLC - Other- Business Owner - CFO - LA 71303 - Non investment related - 12 Hours per month - Start date: 05/01/2021. 5) 06/24/2024 - Huddleston Renewable Energy, LLC - Business Entity For Tax/Investment Purposes Only - Sole Owner - LA 71303 - Non investment related - 1 Hour per month - Start date: 01/02/2021. 6) 11/26/2025 - Trinium & Infenergy Holdings - Other - Business Owner- CFO - Not Investment Related -At Reported Business Location(s)- Start Date 10/15/2025 - 60 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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