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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-24 |
| VA | RA | APPROVED | 2025-03-22 |
Branch Locations
1496 E Plains Port Hudson Rd, Zachary, LA 70791-6106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bon Vue Wealth Managment - Dba For Lpl | Zachary | LA | 08/2024 | Present |
| Zachary Community Schools - Rollins Place Elementary School | Zachary | LA | 08/2022 | 05/2024 |
| East Baton Rouge Public Library - Zachary Branch | Zachary | LA | 08/2023 | Present |
| East Baton Rouge Parish Schools - Belfair Montessori Magnet | Baton Rouge | LA | 08/2013 | 07/2022 |
| East Baton Rouge Parish Library - Zachary Branch | Zachary | LA | 06/2021 | 12/2022 |
| East Baton Rouge Parish Library - Zachary Branch | Zachary | LA | 05/2010 | 12/2018 |
| Gladstone Wealth Partners | Zachary | LA | 02/2026 | Present |
1- 12/2024 / Bon Vue Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 08/5/2024 2- 02/2026 - Gladstone Institutional Advisory - DBA: (Hybrid) BonVue Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/02/2026 - 80 Hours/mnth during Trading - I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity in 02/2026. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
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