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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-11-23 |
| TX | RA | APPROVED_RES | 2021-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Crowley | LA | 04/2012 | 11/2021 |
| Altus Wealth Management Llc | Crowley | LA | 04/2012 | Present |
| Lpl Financial Llc | Crowley | LA | 11/2021 | Present |
1) 4/20/2012- Altus Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Crowley, , LA 2)11/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- inv. related- Crowley, , LA - 160hrs/mth 3) 11/2021- Real Estate Rental- Partner- inv. related- 616 N. Parkenson Ave, Crowley, LA 70526- 1hr/mth 4) 8/2012- ALTUS BENEFIT SOLUTIONS LLC- Non-Variable Insurance- Agent- inv. related- 5hrs/mth 5) 11/17/2021 - DORE FARMS PARTNERSHIP - Not Investment Related - 333 WILLOW OAK DRIVE CROWLEY LA 70526 - Other - Start Date: 01/01/1985 - Family Partnership in 600 acres of agriculture land in Vermillion Parrish, LA. 6) 2/10/2023 - A Design Above LLC - Not Investment Related - Home Based - Other - retail online - Business consultant - Start Date - 10/01/2022 - 4 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-29 |
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