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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Deridder | LA | 09/2014 | 11/2020 |
| Lpl Financial Llc | Deridder | LA | 11/2020 | 01/2024 |
| Stratos Wealth Partners, Ltd | Deridder | LA | 11/2020 | 07/2022 |
| Hibernia Wealth Management | Deridder | LA | 07/2022 | 01/2024 |
| Raymond James Financial Services Advisors, Inc | Deridder | LA | 01/2024 | Present |
| Investment Partners Of Acadiana | Lafayette | LA | 01/2024 | Present |
(1)Name of Business: JPML, L.L.C. Address: 1107 Broad St., Deridder, LA, 70634-2420, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Windham & Reed CPA, L.L.C. Address: 1620 N Pine St, Deridder, LA, 70634-2420, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 12/17/1979 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Preparing taxes, conducting governmental audits, other activities relating to accounting (3)Name of Business: Windham Enterprises, L.L.C. Address: 1620 N Pine St, Deridder, LA, 70634-2420, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2003 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 own the building personally that Windham & Reed CPA, L.L.C. operates out of, I charge Windham & Reed CPA, L.L.C. rent for the use of the building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-27 |
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