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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals Inc | San Antonio | TX | 08/2014 | 09/2018 |
| Richland State Bank | Minden | LA | 08/2014 | 01/2019 |
| Business First Bank | Minden | LA | 01/2019 | 12/2019 |
| Lpl Financial Llc | Minden | LA | 01/2019 | 06/2026 |
| Ameriprise Financial Services, Inc. | Minden | LA | 06/2018 | 01/2019 |
| Raymond James Financial Services, Inc | Minden | LA | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Minden | LA | 06/2026 | Present |
| B1Bank | Minden | LA | 10/2019 | Present |
| B1 Wealth Solutions | Minden | LA | 10/2019 | Present |
| Cotton Valley Hunting Club | Minden | LA | 04/2021 | Present |
(1) Name of Business: b1BANK Address: 308 N Vienna Street, Ruston, LA, 71270, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 09/30/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Correspondent Banker (2) Name of Business: Hanson Farm and Timber Address: 142 Guy MIller Road, Minden, LA, 71055, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 10/31/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board member- Timber investments (3) Name of Business: MC Holding Company of Louisiana Address: 142 Guy Miller Road, Minden, LA, 71055, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 11/09/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of land only subdivision development (4) Name of Business: MC Holding Company of Louisiana LLC Address: 142 Guy Miller Road, Minden, LA, 71055, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/09/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Subdivision Land Development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-03 |
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