Gerald Alphonse Beaullieu

Current Employers

Employment History

• 07/2001 → Present
  Cosource Financial Group
  Baton Rouge, LA
• 03/2007 → 10/2019
  1St Global Capital Corp.
  Lafayette, LA
• 03/2007 → 10/2019
  1St Global Advisors, Inc.
  Lafayette, LA
• 03/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Lafayette, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Lafayette, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Lafayette, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New Iberia, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Lafayette, LA
  New Orleans, LA
  New Iberia, LA
• 2007-03-08 → 2019-10-25
  1St Global Advisors Inc
  New Iberia, LA
  Dallas, TX
• 2006-12-07 → 2007-03-16
  Osaic Fs, Inc.
  Lafayette, LA
  Lafayette, LA

Other Businesses

1) ACADIANA HEALTH BENEFITS, LLC POSITION: MEMBER NATURE: HEALTH INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 DESCRIPTION: Refer prospects 2) GABIV, INC POSITION: OWNER NATURE: HOLDING COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 DESCRIPTION: HOLDING COMPANY FOR COSOURCE 3) HARRISON FINANCIAL POSITION: Agent NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 2/28/2007 DESCRIPTION: Health insurance sales 4) COSOURCE FINANCIAL GROUP, LLC POSITION: MANAGING PARTNER NATURE: CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2001 ADDRESS: Lafayette LA 70505, United States DESCRIPTION: NON FIDUCIARY CONSULTING SERVICES. PROVIDES NON-FIDUCIARY CONSULTING SERVICES TO CORPORATIONS. RFP/VENDOR MANAGEMENT, PLAN DESIGN, PLAN INSTALLATION, PARTICIPANT EDUCATION, PLAN REVIEW/COST ANALYSIS 5) CRUMP (FORMALLY BISYS INSURANCE SERVICES) POSITION: MANAGING GENERAL AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 2/28/2007 DESCRIPTION: FIXED INS SALES 6) MAIN REP, LLC POSITION: MANAGING PARTNER NATURE: REAL ESTATE HOLDING COMPANY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2011 ADDRESS: New Iberia LA United States DESCRIPTION: PROPERY MAINTENANCE 7) SPH CONTRACTORS, INC. POSITION: BOOKEEPER NATURE: BOOKEEPING INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2008 ADDRESS: Lafayette LA United States DESCRIPTION: LIGHT CONSTRUCTION COMPANY 8) CATHOLIC HIGH SCHOOL ENDOWMENT BOARD POSITION: Sacred Hearth of Jesus Catholic Church's representative on the endowment board NATURE: oversees endowment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 1301 DeLasalle Dr, New Iberia LA DESCRIPTION: ENDOWMENT MEETINGS 9) JACKSON NATIONAL LIFE INSURANCE COMPANY POSITION: Agent NATURE: Jason Dickerson is part of our firm. He & his brother Marcus have a grandfathered agreement with a contract that they hold with Jackson National outside of the scope of Avantax for fixed insurance products. We refer prospects to Jason and would like to participate in arrangement. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2019 ADDRESS: PO Box 26247, Lansing MI 48909 DESCRIPTION: Ins referral 10) KIWANIS CLUB OF NEW IBERIA POSITION: member NATURE: civic INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2007 ADDRESS: 3636 Woodview Tr, New Iberia LA 46268 DESCRIPTION: volunteer 11) IBERIA REPUBLICAN EXECUTIVE COMMITTEE POSITION: Member NATURE: discuss current events and promote the Republican Party in Iberia Parish. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2013 ADDRESS: 4109 Walnut Dr, New Iberia LA 70563 DESCRIPTION: meetings & promote republican party 12) LOUISIANA LEGISLATURE POSITION: State Representative NATURE: State Rep INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/13/2020 ADDRESS: 152 West Main Street, New Iberia LA 70560, United States DESCRIPTION: Represent District 48 14) IBERIA CULTURAL & ARTS SOCIETY POSITION: Board Member NATURE: Volunteer Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 312 Marie Street, New Iberia LA 70563 13) NAME OF OTHER BUSINESS: PORT INVESTMENTS LLC; INV REL: NO; SAME AS REGISTERED LOCATION; RECYCLING BUSINESS; 11/2025; MEMBER; APX # OF HRS PER WEK: 0; 0 DUR TRADING REPURPOSING, RECYCLING OF USED RUBBER MATERIAL;

Exams

• S66 Uniform Combined State Law Examination
  2007-06-19

Other Names

• Beau Beaullieu