Craig Joseph Viator

Current Employers

Employment History

• 11/1998 → Present
  Broussard, Poche, Lewis & Breaux, Llp
  New Iberia, LA
• 12/2006 → 10/2019
  1St Global Capital Corp.
  Lafayette, LA
• 10/2007 → 10/2019
  1St Global Advisors, Inc.
  New Iberia, LA
• 09/2008 → 09/2025
  Avantax Insurance Services, Inc.
  New Iberia, LA
• 10/2019 → 09/2025
  Avantax Advisory Services
  New Iberia, LA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  New Iberia, LA
• 09/2004 → Present
  Craig J. Viator, Cpa, Apac
  New Iberia, 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
  New Iberia, LA
• 2007-10-10 → 2019-10-25
  1St Global Advisors Inc
  Lafayette, LA

Other Businesses

1) BPLB INDEPENDENCE PROPERTIES, LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: Lafayette LA , United States DESCRIPTION: NO DUTIES 2) BPLB NEW IBERIA PROPERTIES, LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: New Iberia LA 70563, United States DESCRIPTION: MANAGING MEMBER 3) GLOBAL WEALTH CARE GROUP POSITION: CONSULTANT NATURE: FINANCIAL CONSULTING INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2006 DESCRIPTION: Provide financial services to clients. 4) BROUSSARD, POCHE, LEWIS & BREAUX, LLP POSITION: TAX MANAGER/PARTNER NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1998 DESCRIPTION: CPA firm 5) BROUSSARD POCHE, LLP POSITION: PARTNER NATURE: Professional services as a CPA partner in a public accounting firm. INVESTMENT RELATED: NO NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 0 START DATE: 10/31/1998 ADDRESS: 146 W Main Street, New Iberia LA 70560, United States DESCRIPTION: null 6) CRAIG J. VIATOR, CPA, APAC POSITION: President NATURE: This entity is a partner in the accounting firm of Broussard Poche, LLP of which Craig J. Viator is the sole stockholder. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2004 ADDRESS: 146 West Main Street, New Iberia LA 70560, United States DESCRIPTION: The sole activity is that this entity owns the partnership interest in Broussard Poche, LLP. 7) OPTIMIST CLUB OF NEW IBERIA POSITION: Treasurer NATURE: The Optimist Club of New Iberia is a local chapter of a national organization called Optimist International. The club is known for numerous programs that benefit local youth such as the Boys and Girls club. As treasurer of the local chapter, I review the accounting for all bank transactions including check writing authority. Any bills sent to the club are reviewed and confirmed as an approved item under the budget approved by the board of directors before checks are signed and bills are paid. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2004 ADDRESS: 146 W. Main Street, New Iberia LA 70560, United States DESCRIPTION: The main duties are to insure any bills of the club are paid timely, deposits are recorded and reports are prepared to be presented to the board during regular board meetings.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-14