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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-12-27 |
| TX | RA | APPROVED | 2018-11-03 |
| LA | RA | APPROVED | 2018-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Slidell | LA | 11/2005 | 10/2018 |
| Van Geffen Group Llc | Slidell | LA | 02/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Slidell | LA | 01/2009 | 10/2018 |
| V G Properties Llc | Slidell | LA | 01/2013 | Present |
| Lpl Financial Llc | Slidell | LA | 10/2018 | Present |
1)10/10/18- Van Geffen Group LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Slidell, LA - start date 12/11/2014- 160hrs/mth- 100% 2) 1/27/2020 - 1953 - Investment Related - At Reported Business Location(s), and Sidell, LA 70458 & 70461 - Real Estate Rental - Owner/Landlord - Started 01/01/2015 - 0 Hours Per Month. 3) 01/24/2022 - VG Properties - Investment Related - Rosemary Beach, FL - Real Estate Rental - Start Date: 07/01/2021 - 3 Hours Per Month/0 Hours During Securities Trading - Part owner. 4) 03/25/2022 - 30ACAI, LLC DBA Playa Bowls - Not Investment Related - 58 Main Street, Rosemary Beach, Florida - Other-restaurant - Start Date: 07/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Part Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-11-24 |
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