Timothy J Aguillard

Current Employers

Employment History

• 12/2003 → 06/2024
  Securities America, Inc
  Lake Charles, LA
• 12/2003 → 06/2024
  Securities America Advisors, Inc.
  Lake Charles, LA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lake Charles, LA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lake Charles, LA

Previous Registrations

• 2003-12-12 → 2024-06-14
  Securities America Advisors, Inc.
  Lake Charles, LA
  Lake Charles, LA

Other Businesses

1. AGUILLARD PROPERTIES, LLC POSITION: RENTAL MANAGER NATURE: COMMERICAL REAL ESTATE RENTAL PROPERTY UNDER NAME OF AGUILLARD PROPERTIES, LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1998 ADDRESS: 695 SAM HOUSTON JONES, PARKWAY, LAKE CHARLES LA 70611 DESCRIPTION: OWNER OF COMMERCIAL RENTAL BUILDING. RENT AND MANAGE TO THIRD PARTIES. 2. COMMON WEALTH POSITION: AGENT NATURE: AGENT RELATED SERVICES RELATIVE TO OLD COMMONWEALTH BOOK OF BUSINESS. INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2006 ADDRESS: 375 SAM HOUSTON JONES PARKWAY, LAKE CHARLES LA 70611 DESCRIPTION: CONTINUATION OF MANAGEMENT OF A SMALL BOOK OF COMMONWEALTH CONTRACTS. 3. WATERWORKS DISTRICT NO. 1 OF WARD 1 POSITION: commissioner/board member NATURE: parish/county water board INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2015 ADDRESS: 265 Parish Road, Lake Charles LA 70612 DESCRIPTION: Attend required monthly meetings, 2 per month, to review entity operations and govern local water district. District is a component unit of Calcasieu Parish Police Jury. 4. MOSS BLUFF PROFESSIONAL BUILDING, LLC POSITION: member NATURE: commercial real estate holdings INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 09/12/2014 ADDRESS: 375 Sam Houston Jones Parkway, Lake Charles LA 70611 DESCRIPTION: the LLC owns two commercial buildings. Approximately 1/3 of one building is occupied by me in my capacity as a Securities America advisor. The other 2/3 of the property is occupied by my partner in the LLC; a state farm agent. An additional building is rented to a florist. The second building was acquired in September of 2014 5. MOSS BLUFF CIVIC CLUB POSITION: member NATURE: Civic Club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 ADDRESS: P.O. Box 13472, Lake Charles LA 70612 DESCRIPTION: Board members and general membership focus on improving the quality of life in the local community through volunteer activities such as clean up days, volunteering with local parades and activities, etc. 6. St. Theodore Catholic Church POSITION: member NATURE: Church Council INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE:12/31/1999 ADDRESS: 785 Sam Houston Jones Parkway, Lake Charles, LA, 70611, Phone:337-855-6662 DESCRIPTION: member of church finance council. responsible for advising pastor on finance related matters for his recommendation to the parish council. 7. INTEGRATED FINANCIAL MANAGEMENT, LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2006 ADDRESS: 375 Sam Houston Jones Parkway, Lake Charles LA 70611, United States DESCRIPTION: The entity is the marketing name utilized for client and prospective client interfacing activities.

Exams

• S66 Uniform Combined State Law Examination
  1999-10-18

Designations

Other Names

• Tim J Aguillard