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4565 Lasalle Street Suite 201, Mandeville, LA 70471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2016-02-24 |
| LA | RA | APPROVED | 2014-09-23 |
Branch Locations
4565 Lasalle Street Suite 201, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mandeville | LA | 09/2000 | Present |
| Spinosa & Associates, Inc. | Mandeville | LA | 11/1982 | Present |
| Spinosa Wealth Management Group, Llc | Mandeville | LA | 12/2014 | Present |
1. 10/10/2003 - NON-VARIABLE INSURANCE - INSURANCE - INVESTMENT RELATED - MANDEVILLE, LA. 2. 6/24/2009 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - SPINOSA WEALTH MANAGEMENT GROUP - INVESTMENT RELATED - MANDEVILLE, LA. 3. 12/8/2014: REGISTERED INVESTMENT ADVISOR HYBRID - SPINOSA WEALTH MANAGEMENT GROUP, LLC - DBA: SPINOSA WEALTH MANAGEMENT GROUP - INVESTMENT RELATED - 120 HOURS PER MONTH DURING TRADING - MANDEVILLE, LA. 4. 2/10/2017 - Spinosa & Associates - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 01/01/1982 - 20 Hours Per Month/1 Hours Per Month During Securities Trading - CPA practice and used for tax purposes only for revenue other than advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-06 |
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