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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2009-05-08 |
Branch Locations
1356 West Tunnel Boulevard Suite B, Houma, LA 70360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-06 |
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