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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
Branch Locations
714 E Kaliste Saloom Rd Ste D2, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | North Salt Lake | UT | 08/2008 | Present |
| Edward Jones | St Louis | MO | 07/2014 | 01/2020 |
| Kestra Investment Services, Llc | Arnaudville | LA | 01/2020 | 10/2024 |
| Kestra Advisory Services, Llc | Arnaudville | LA | 01/2020 | 10/2024 |
| Lpl Financial | Broussard | LA | 10/2024 | Present |
1 - 09/24/2024 - Heritage Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-30 |
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