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Derek Matthew Planchet

LPl Enterprise, LLC

Baton Rouge, LA

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-20
LA RA APPROVED 2024-12-19
  • TX RA
    APPROVED
    Since 2024-12-20
  • LA RA
    APPROVED
    Since 2024-12-19

Branch Locations

3054 Monterrey Drive, Baton Rouge, LA 70814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities Llc Metairie LA 06/2024 11/2024
Mogle & Hawkins Cpas, Apc Metairie LA 12/2023 Present
Adt Solar Covington LA 06/2022 10/2023
A Professional Heating And Air Hammond LA 03/2021 05/2022
Sensible Meals, Inc Mandeville LA 08/2020 11/2020
Dyess & Associates Mandeville LA 01/2018 04/2020
Robert Logreco Cpa Metairie LA 12/2014 10/2017
Doordash Metairie LA 07/2024 Present
Unemployed Madisonville LA 10/2017 01/2018
Unemployed Madisonville LA 04/2020 08/2020
Unemployed Madisonville LA 11/2020 03/2021
Unemployed Madisonville LA 10/2023 12/2023
Lpl Enterprise, Llc Metairie LA 11/2024 Present
  • 06/2024 → 11/2024
    Pruco Securities Llc
    Metairie, LA
  • 12/2023 → Present
    Mogle & Hawkins Cpas, Apc
    Metairie, LA
  • 06/2022 → 10/2023
    Adt Solar
    Covington, LA
  • 03/2021 → 05/2022
    A Professional Heating And Air
    Hammond, LA
  • 08/2020 → 11/2020
    Sensible Meals, Inc
    Mandeville, LA
  • 01/2018 → 04/2020
    Dyess & Associates
    Mandeville, LA
  • 12/2014 → 10/2017
    Robert Logreco Cpa
    Metairie, LA
  • 07/2024 → Present
    Doordash
    Metairie, LA
  • 10/2017 → 01/2018
    Unemployed
    Madisonville, LA
  • 04/2020 → 08/2020
    Unemployed
    Madisonville, LA
  • 11/2020 → 03/2021
    Unemployed
    Madisonville, LA
  • 10/2023 → 12/2023
    Unemployed
    Madisonville, LA
  • 11/2024 → Present
    Metairie, LA
Other Businesses

1) 05/14/2025-Door Dash-Delivery Driver-Rideshare-Not inv related-At Madisonville, LA-Start date 07/14/2024-25hrs/mth-0hrs/mth during trading 2) 05/14/2025-Robert Logreco CPA-Staff Accountant-Outside/W-2 Employment-Inv related-At Metairie, LA-Start date 08/19/2024-50hrs/mth-40hrs/mth during trading 3) 04/23/2025-Eschaton Financial-Vice President - Financial Planning-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/01/2025-100hrs/mth-80hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-30
  • S66 Uniform Combined State Law Examination
    2024-10-30
Other Names
  • Derek Planchet

View on SEC IAPD

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