Rory Richard

Current Employers

Employment History

• 03/2018 → Present
  Ricrow Holdings
  Lafayette, LA
• 05/2017 → 12/2022
  Platinum Marketing
  Lafayette, LA
• 03/2016 → Present
  Platinum Financial
  Lafayette, LA
• 06/2019 → 04/2021
  Retirement Wealth Advisors
  Lafayatte, LA
• 04/2021 → 10/2022
  Lifeworks Advisors, Llc
  Lafayette, LA
• 10/2022 → 04/2023
  Portfolio Dynamix
  Lafayette, LA
• 04/2023 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL

Previous Registrations

• 2022-10-26 → 2023-06-14
  Portfolio Dynamix
  The Woodlands, TX
  Lafayette, LA
• 2021-05-05 → 2022-11-03
  Lifeworks Advisors, Llc
  Grand Rapids, MI
  Lafayette, LA
• 2019-06-17 → 2021-05-18
  Brookstone Wealth Advisors, Llc
  Lafayette, LA
  Lake Charles, LA
  Alexandria, LA
• 2015-04-29 → 2016-02-23
  Park Avenue Securities Llc
  Lafayette, LA
• 2002-09-18 → 2005-02-07
  Park Avenue Securities Llc
  Lafayette, LA

Other Businesses

PLATINUM FINANCIAL LLC; INVESTMENT RELATED; 850 KALISTE SALOOM RD, #123, LAFAYETTE, LA 70508; INSURANCE; OWNER; STARTED 03/2016; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF FIXED INSURANCE PRODUCTS. RICROW HOLDINGS LLC; OWNER; NON-INVESTMENT RELATED: 219 CRESTHILL DR YOUNGSVILLE LA 70592 USA; DUTIES: WE BUY AND SELL REAL ESTATE. CALL OUT TO FOR SALE BY OWNERS AND FOR RENT BY OWNERS.; 2022-01-0; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: ST. PIUS ELEMENTARY SCHOOL; ASSISTANT FOOTBALL/BASEBALL COACH; NON-INVESTMENT RELATED; 205 EAST BAYOU PKWY, LAFAYETTE, LA 70508; DUTIES: I AM VOLUNTEERING FOR 5TH AND 6TH GRADE ASSISTANT FOOTBALL COACH AT MY SON'S ELEMENTARY SCHOOL I WILL ALSO BE THE BASEBALL COACH LATER IN THE YEAR. I WILL TECHNICALLY BE AN EMPLOYEE OF THE SCHOOL. THIS ENCOMPASSES 0 BUSINESS HOURS. COMPENSATION: FLAT $450 FOR FOOTBALL SEASON, PROBABLY THE SAME FOR BASEBALL SEASON. RICHARD FAMILY, LLC: 7% OWNER; NON-INVESTMENT RELATED; 202 QUAIL DRIVE, LAFAYETTE, LA 70508; THIS IS AN LLC THAT RUNS THE FAMILY FARM. 0% OF BUSINESS HOURS. RETIREMENT INCOME SOURCE, LLC DBA - 06/2025 - PRESENT- INVESTMENT RELATED - 850 KALISTE SALOOM RD, #123, LAFAYETTE, LA 70508. THE RETIREMENT INCOME SOURCE IS USED TO OMARKET TO PROSPECTIVE CLIENTS FOR INVESTMENT ADVISORY AND FIXED INSURANCE SALEAS. THIS WILL NOT ENCOMPASS ANY BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-23

Other Names

• Rory Jude Richard