Vance Albert Richard

Current Employers

Employment History

• 09/1995 → 01/2021
  Iberia Financial Services
  Lafayette, LA
• 07/2016 → 01/2021
  Infinex Investments, Inc.
  Lafayette, LA
• 01/2021 → 03/2025
  First Horizon Advisors
  Lafayette, LA
• 03/2025 → 05/2026
  Smith Shellnut Wilson Llc
  Lafayette, LA
• 05/2026 → Present
  Raymond James Financial Services, Inc.
  Lafayette, LA
• 05/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Lafayette, LA
• 04/2025 → Present
  B1Bank
  Lafayette, LA

Previous Registrations

• 2025-05-09 → 2026-05-21
  Smith Shellnut Wilson
  Ridgeland, MS
  Lafayette, LA
• 2021-01-22 → 2025-03-31
  First Horizon Advisors, Inc.
  Lafayette, LA
• 2016-07-01 → 2021-01-22
  Osaic Institutions, Inc.
  Lafayette, LA
  Lake Charles, LA
• 2007-11-26 → 2016-07-01
  Essex National Securities, Llc
  Baton Rouge, LA
  Lafayette, LA
  Napa, CA
  Lafayette, LA
• 2005-09-27 → 2007-11-08
  Concourse Financial Group Securities, Inc.
  Lafayette, LA
  Lafayette, LA

Other Businesses

(1)Name of Business: b1BANK Address: 1201 Camellia Blvd, Lafayette, LA, 70508-7228, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 04/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Director of the bank's wealth management program. My responsibility is to build and grow a wealth management program for the bank. My responsibilities include program strategy, development, recruiting, and compliance. (2)Name of Business: b1WEALTH Solutions Address: 1201 Camellia Blvd, Lafayette, LA, 70508-7228, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor- Executive Member I'm the Managing Director of b1WEALTH Solutions. This is a DBA for the bank's Wealth Management program. My responsibilities include developing, growing, and managing the banks program. (3)Name of Business: Bank Insurance & Securities Assoc. (BISA) Address: 1201 Camellia Blvd Suite 202, Lafayette , LA, 70508, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: No Start Date: 09/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Treasurer shall keep an account of all monies received and expended for the use of the Corporation, subject to the approval of the President and in accordance with the budget adopted by the Board of Directors. The Treasurer shall review expenditures and financial status on a regular basis to ensure overall fiscal integrity and shall be in charge of the annual budgetary process. (4)Name of Business: Varco of Acadiana, LLC Address: 1101 LeTriomphe Parkway, Broussard, LA, 70518, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I setup the LLC to buy working interests in Oil and Gas wells. In the past I have bought and rented residential properties. Currently I own a working interest in two separate wells. This is a passive investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-27
• S63 Uniform Securities Agent State Law Examination
  1989-09-18