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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-07-01
  • LA RA
    APPROVED
    Since 2020-07-01

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Berwick, LA • United States

6421 Perkins Rd. Building C, Suite B, Baton Rouge, LA 70808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1St Global Capital Corp. Morgan City LA 12/2012 10/2019
1St Global Advisors, Inc. Morgan City LA 12/2012 10/2019
Kolder, Champagne, Slaven & Company, Llc Morgan City LA 12/2012 06/2020
Avantax Insurance Services Morgan City LA 12/2012 06/2020
Avantax Advisory Services Morgan City LA 10/2019 06/2020
Avantax Investment Services, Inc. Morgan City LA 10/2019 06/2020
Kestra Investment Services, Llc Berwick LA 07/2020 Present
Kestra Advisory Services, Llc Berwick LA 07/2020 Present
  • 12/2012 → 10/2019
    1St Global Capital Corp.
    Morgan City, LA
  • 12/2012 → 10/2019
    1St Global Advisors, Inc.
    Morgan City, LA
  • 12/2012 → 06/2020
    Kolder, Champagne, Slaven & Company, Llc
    Morgan City, LA
  • 12/2012 → 06/2020
    Avantax Insurance Services
    Morgan City, LA
  • 10/2019 → 06/2020
    Avantax Advisory Services
    Morgan City, LA
  • 10/2019 → 06/2020
    Avantax Investment Services, Inc.
    Morgan City, LA
  • 07/2020 → Present
    Kestra Investment Services, Llc
    Berwick, LA
  • 07/2020 → Present
    Berwick, LA
Previous Registrations
  • 2019-10-25 → 2022-04-11
    Avantax Advisory Services
    Irving, TX
  • 2012-12-21 → 2019-10-25
    1St Global Advisors Inc
    Morgan City, LA
  • 2007-01-12 → 2013-01-02
    Morgan City, LA
Other Businesses

Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2 Ste. 400 Austin TX 78735 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Providing Advisory Services to clients. Business Name: St. Mary Parish Library Board of Control Investment Related: No Address: 206 Iberia Street Franklin LA 70538 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Currently Library Board of Control Chairperson Start Date: 3/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Responsible for reviewing and accepting the Library's Budget. Work with the Library Director to oversee the buildings and the library catalogs. Business Name: Morgan City Rotary Club Investment Related: No Address: P O Box 2171 Morgan City LA 70381 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 10/1/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Student interaction, picking up students to attend weekly meetings, scheduling students for annual RYLA camp, organizing and distribution of scholarship packets. Business Name: Centura Advisors Investment Related: Yes Address: 6421 Perkins Road, Suite 1A Baton Rouge LA 70808 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Providing Securities and Advisory Services to clients. Business Name: Rotary District 6200 Investment Related: No Address: 2266 S. College Road, Suite C, Lafayette LA 70508 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Serving as Assistant District Governor for Rotary District 6200, Region encompassing Morgan City, Franklin and Thibodaux, LA. Start Date: 7/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As an Assistant District Governor my primary role is to assist the District Governor with administering the assigned area Rotary Clubs (Morgan City, Franklin, and Thibodaux) and ensure the Rotary Club's effectiveness. Business Name: CENTURA BENEFITS SOLUTIONS, LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2023 ADDRESS: 6421 Perkins Road, Suite 2B, Baton Rouge LA 70808, United States DESCRIPTION: Write health insurance and worksite products for small groups

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-21
S63 Uniform Securities Agent State Law Examination 2001-08-23
  • S66 Uniform Combined State Law Examination
    2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2001-08-23
Other Names
  • Cherie Elizabeth Hidalgo
  • Cherie Hidalgo Laiche
  • Cherie Hidalgo Laiche

View on SEC IAPD

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