Best Investors
Account
Sign in
Best Investors
Account
Sign in
1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Partners Of Louisiana, Llc | Lafeyette | LA | 07/2007 | 09/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2011 | 09/2023 |
| Catherine Boudreaux - Notary | Lafayette | LA | 01/2011 | Present |
| Cetera Advisor Networks Llc | El Segundo | CO | 09/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2023 | 11/2023 |
| Summit Financial Wealth Advisors | Lafayette | LA | 10/2023 | Present |
| Summit Financial Wealth Advisors | Lafayette | LA | 10/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2024 | Present |
SUMMIT FINANCIAL WEALTH ADVISORS.INVESTMENT RELATED.SAME AS REGISTERED LOCATION. RIA. ADMINISTRATIVE ASSISTANT. 10/2023.40. 32.5. FINANCIAL PLANNING AND ASSET MANAGEMENT. CATHERINE BOUDREAUX - NOTARY. NOT INVESTMENT RELATED. MAURICE, LA. NOTARY. 01/2011. NOTARY PUBLIC. 0. 0. NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-07 |
Reach out to this advisor