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17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2012-09-05 |
| TX | RA | APPROVED_RES | 2012-09-04 |
Branch Locations
17461 Jefferson Hwy. Suite B, Baton Rouge, LA 70817 • United States
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 |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2012 | Present |
| Lfl, Llc | Layfayette | LA | 04/2011 | Present |
| Winbourne Ventures, Llc | Lafayette | LA | 04/2011 | Present |
| Absolute Resources | Lafayette | LA | 04/2011 | Present |
| Lynelle Devillier - Independent Insurance | Lafayette | LA | 10/1988 | Present |
| Benedict Wealth Management, Llc (Dba)Benedict Financial Planning | Baton Rouge | LA | 06/2012 | Present |
| Thcv, Llc | Horseshoe Bay | TX | 08/2013 | Present |
| Devillier Wealth Management, Inc. | Lafayette | LA | 01/2013 | Present |
| B D Wealth Advisors | Lafayette | LA | 10/2014 | Present |
| Orion Communications, Inc. | Lafayette | LA | 01/2017 | Present |
1)BENEDICT WEALTH MANAGEMENT, LLC (DBA)BENEDICT FINANCIAL PLANNING - INVESTMENT ADVISORY SERVICES - OFFICE OF CARL BENEDICT - BATON ROUGE, LA - SINCE 06/2012. - INVESTMENT RELATED.--- 2)LYNELLA DEVILLIER - INDEPENDENT INSURANCE - AGENT - LAFAYETTE, LA - SINCE 10/1988- INVESTMENT RELATED--- 3)WINBOURNE VENTURES, LLC - OWNER - REAL ESTATE RENTAL - LAFAYETTE, LA - SINCE 04/2011- INVESTMENT RELATED--- 4)LFL, LLC- REAL ESTATE RENTAL, OWNER - REAL ESTATE RENTAL - LAFAYETTE, LA - SINCE 04/2011 - INVESTMENT RELATED--- 5)ABSOLUTE RESOURCES - OWNER - REAL ESTATE RENTAL - LAFAYETTE, LA - SINCE 04/2011 - INVESTMENT RELATED--- 6)THCV, LLC - MEMBER/OWNER - HOLDING COMPANY FOR INVESTMENT REAL ESTATE - SINCE 08/2013 - HORSESHOE BAY TX - INVESTMENT RELATED--- 7)DEVILLIER WEALTH MANAGEMENT, INC. - OWNER - HOLDING COMPANY RELATED TO LEGAL, TAX & ACCOUNTING PURPOSES - SINCE 01/2013- LAFAYETTE LA - NOT INVESTMENT RELATED--- 8)BD WEALTH ADVISORS - CO-OWNER - DBA FOR MARKETING AND LEGAL PURPOSE - SINCE 10/2014 - LAFAYETTE LA - NOT INVESTMENT RELATED. 9)ORION COMMUNICATIONS, INC. - strategy advisor - Workforce management software developer for first responders, municipal governments, police, fire, court systems. - NOT INVESTMENT RELATED - 01/01/2017 - Lafayette LA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-09 |
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