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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2009-05-08
  • LA RA
    APPROVED
    Since 2009-05-08

Branch Locations

1356 West Tunnel Boulevard Suite B, Houma, LA 70360 • 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
Raymond James Financial Services, Inc. Houma LA 04/1998 Present
Raymond James Financial Services Advisors, Inc Houma LA 01/2009 Present
Wealth Management Solutions, Llc Houma LA 10/2008 Present
M Wealth Advisors Houma LA 06/2024 Present
  • 04/1998 → Present
    Raymond James Financial Services, Inc.
    Houma, LA
  • 01/2009 → Present
    Houma, LA
  • 10/2008 → Present
    Wealth Management Solutions, Llc
    Houma, LA
  • 06/2024 → Present
    M Wealth Advisors
    Houma, LA
Other Businesses

(1)Name of Business: Address: 220 Progressive Blvd, Houma, LA, 70360-4024, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/20/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Appointments with several life insurance companies for non variable life insurance (2)Name of Business: Address: 220 Progressive Blvd, Houma, LA, 70360-4024, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/12/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent for Insurance Company primarily for Medicaid Compliant Annuities (3)Name of Business: Address: 220 Progressive Blvd, Houma, LA, 70360-4024, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 08/25/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: author (4)Name of Business: John E. Sirois, APLC Address: 220 Progressive Blvd, Houma, LA, 70360-4024, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/30/1996 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Attorney (5) Name of Business: Rebecca Plantation Address: 310 Plater Drive, Thibodaux, LA, 70301, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/1998 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: shareholder. I have no day-to-day responsibilities with this company. My mother brother and sister own shares under the same terms that I do

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-03-06
  • S63 Uniform Securities Agent State Law Examination
    1997-03-06

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