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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED_RES | 2025-03-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Lafayette | LA | 06/2009 | 02/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2025 |
| Raymond James & Associates, Inc. | Lafayette | LA | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
(1)Name of Business: AREA Holdings, LLC Address: 510 Whitebark Drive, Lafayette, LA, 70508, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/14/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I's commercial real estate business. (2)Name of Business: AREA Ventures, LLC dba Club Tan Address: 510 Whitebark Drive, Lafayette, LA, 70508, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/12/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none, this a tanning salon my wife owns and operates. (3)Name of Business: Landry Investments of Louisiana, LLC Address: 112 Ira Drive, Breaux Bridge, LA, 70517, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/13/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner with my father (4)Name of Business: Landry Investments of Louisiana, LLC Address: 112 Ira Drive, Breaux Bridge, LA, 70517, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/13/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none, this is an LLC where my father and I own residential rental real estate in. My father handles all day to day duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-12 |
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