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6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2022-07-29 |
Branch Locations
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Baton Rouge | LA | 01/2016 | Present |
| Stratos Wealth Partners | Baton Rouge | LA | 01/2016 | 07/2022 |
| Hibernia Wealth Management | Baton Rouge | LA | 07/2022 | Present |
1. 01/26/2016 Reggio Sprotsman's Retreat LLC - Business Entity For Tax/Investment Purposes Only - NOT INV REL - START 09/01/2013 - 204 E Maple Ridge Dr., Metairie, LA 70001 - Holding company for fishing camp; no income just a property used for personal use 2. 01/26/2016 - pvs investments llc - Business Entity For Tax/Investment Purposes Only - INV REL - START 01/02/2013 - 8925 foxgate drive baton rogue, la 70809 - Holding company for Atomic Burger passive investment; investor - NO TIME SPENT 3. 01/26/2016 - Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Hibernia Wealth Management - Time Spent 100%. 4. 01/26/2016 - NO BUSINESS NAME - Real Estate Rental - INV REL - START 10/01/2010 - 222 London Ave, #204, Metairie, LA 70005 - Owner - 1% TIME SPENT 5. 01/26/2016 - Reggio Feather & Fin LLC - Business Entity For Tax/Investment Purposes Only - NOT INV REL - START 1/21/2014 - 8925 Fox Gate Dr, Baton Rouge, LA 70809 - Holding company for fishing boat; boat is not income earning. It is only for the personal use of the owners - NO TIME SPENT 6. 01/26/2016 - Outside Insurance - Non-Variable Insurance - NOT INV REL - START 01/01/2011 - 8925 Fox Gate Dr., Baton Rouge, LA - independent agent/group health insurance - 1% TIME SPENT 7. 07/01/2016: PSHWM, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - Start 04/04/2016 - 2277 KLEINERT AVE, BATON ROUGE, LA 70806 - investment advisory fees and commissions generated. - 0 Hr/Mo 8. 02/06/2018: pvs investments llc - Investment Related - 3934 Veterans Memorial Blvd, Metairie, LA 70006 - Business Entity For Tax/Investment Purposes Only - passive investment; investor - start date 01/02/2013. 9. 04/25/2019 - pvs investments llc - Investment related - Metairie, LA 70005 - Real Estate Rental - start date:04/01/2019 - 0 hrs/mo - 0 hrs during trading - Condo rental unit. 10. 01/28/2022 - pvs investments llc - Investment Related - 6700 Jefferson Hwy., Bldg 4, Ste. B, Baton Rouge, LA 70806 - Real Estate Rental - Start Date: 01/01/2016 - 0 Hours Per Month/0 Hours During Securities Trading. 11. 09/12/2022 - Hibernia Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/01/2022 - 20 Hours Per Month/1 Hours During Securities Trading - I provide investment advisory services through Hibernia Wealth Management, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 12. 08/15/2023 - PVS INVESTMENTS LLC - Real Estate Rental - Not Investment Related - Pad site for Construction - Start Date 06/09/2023 - 0 Hours Per Month/ During Trading 13. 04/30/2024 - Our Lady of Mercy Catholic Church - Other - Church Cantor - Not Investment Related - 1432 W Landry St., Opelousas, LA 70570 - Start Date 06/13/2021 - 8 Hours Per Month/ 0 Hours During Trading 14. 08/26/2025 - Cavallo dei Secoli LLC - Business Entity For Tax/Investment Purposes Only - 49 Kalispell, MT - Not Inv rel - Start date: 08/21/2025 - 0 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-04 |
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