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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-24 |
| LA | RA | APPROVED | 2020-03-25 |
Branch Locations
1921 Kaliste Saloom Rd Ste 202A, Lafayette, LA 70508 • United States
Lafayette, LA • United States
3 disclosure categories 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. | Lafayette | LA | 06/1996 | 03/2020 |
| Dl Van Geffen Limited | Lafayette | LA | 01/1998 | Present |
| Raymond James Financial Services Advisors, Inc | Lafayette | LA | 01/2009 | 03/2020 |
| Aegis Capital | Lafayette | LA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Lafayette | LA | 03/2020 | Present |
Independent Insurance Brokering; Allianz Life; 01/01/2020; Fixed Annuity / Jackson National Life; 01/01/2010; / Lincoln Financail; 01/01/2010; / Nationwide; 01/01/2010; / Midland National - Sammons; 01/01/2015; . Outside Employment; James Evans - Gulf South Wealth Advisors; Financial Advisor - Investment Management and Financial Planning; ; 1921 Kaliste Saloom Road Suite 205, , Lafayette, LA, 70508; Investment-Related; 02/15/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-23 |
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