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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
91 Settlers Trace Blvd, Lafayette, LA 70508 • United States
Youngsville, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lafayette | LA | 06/2010 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
| Lafayette Parish Government | Lafayette | LA | 01/2024 | Present |
| University Of Louisiana At Lafayette | Lafayette | LA | 08/2023 | Present |
| Louisiana Air National Guard | New Orleans Naval Air | LA | 02/2013 | Present |
1. NAME OF OTHER BUSINESS: CO SOURCE FINANCIAL GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL START DATE: 2/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2007 APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: GOODWILL OF ACADIANA INVESTMENT RELATED: NO ADDRESS: LAFAYETTE, LA 70506 NATURE OF BUSINESS: BOARD OR COMMITTEE POSITIONS START DATE: 04/2016 POSITION/TITLE/RELATIONSHIP: CHAIRMAN APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: RUN THE BOARD MEETINGS; 4. NAME OF OTHER BUSINESS: LAFAYETTE PARISH GOVERNMENT INVESTMENT RELATED: NO ADDRESS: LAFAYETTE, LA 70504 NATURE OF BUSINESS: GOVERNMENT START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: LAFAYETTE PARISH COUNCILMEMBER DISTRICT 3 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REPRESENT THE CITIZENS IN VARIES MATTERS INCLUDING DRAINAGE AND INFRASTRUCTURE IN MY DISTRICT FOR LAFAYETTE PARISH; 5. NAME OF OTHER BUSINESS: UNIVERSITY OF LOUISIANA AT LAFAYETTE INVESTMENT RELATED: NO ADDRESS: : LAFAYETTE, LA 70504 NATURE OF BUSINESS: EDUCATION START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: ADJUNCT PROFESSOR APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: TEACH ONE CLASS RETIREMENT PLANS AND EMPLOYEE BENEFITS; 6. NAME OF OTHER BUSINESS: LOUISIANA AIR NATIONAL GUARD INVESTMENT RELATED: NO ADDRESS: NEW ORLEANS NAVAL AIR, LA 70119 NATURE OF BUSINESS: THE PURPOSE OF THE LOUISIANA AIR NATIONAL GUARD (LA ANG) IS TO SERVE BOTH THE STATE OF LOUISIANA AND THE UNITED STATES BY PROVIDING TRAINED, READY AIRMEN WHO CAN RESPOND TO MILITARY, DOMESTIC, AND EMERGENCY MISSIONS. START DATE: 02/2013 POSITION/TITLE/RELATIONSHIP: INTELLIGENCE OFFICER/ CURRENTLY SERVING AS A2 FOR THE 159TH FIGHTER WING APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CURRENTLY SERVING AS A2 FOR THE 159TH FIGHTER WING ASSIST WITH THE INTEL FUNCTION OF THE WING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-04 |
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