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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| LA | RA | APPROVED | 2025-02-10 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
501 Canal Boulevard, Thibodaux, LA 70301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Thibodaux | LA | 04/2006 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Allegiant Wealth Management Group | Thibodaux | LA | 01/2025 | Present |
1. Co-owner, The Farm System, LLC; entity owning batting cages and fields; Located at 2815 Ridgefield Rd, Thibodaux, LA 70301; as of 04/2019; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2.Fixed insurance sales; as of 10/10/2024; 100% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-06 |
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