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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-07 |
| TX | RA | APPROVED_RES | 2023-06-28 |
Branch Locations
2228A Rees Street Ext, Breaux Bridge, LA 70517 • United States
New Iberia, LA • United States
2701 Johnston St Ste 300, Lafayette, LA 70503 • 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 |
|---|---|---|---|---|
| Edward Jones | Breaux Bridge | LA | 02/2012 | 12/2017 |
| Raymond James Financial Services, Inc. | Breaux Bridge | LA | 12/2017 | 06/2023 |
| Raymond James Financial Services Advisors, Inc. | Breaux Bridge | LA | 12/2017 | 06/2023 |
| Perello Properties, Llc | New Iberia | LA | 05/2019 | 06/2023 |
| Ameriprise Financial Services, Llc | Breaux Bridge | LA | 06/2023 | Present |
Real Estate Ownership; Multi-Family; 314 Deare Street, , New Iberia, LA, 70560; Investment-Related; 08/01/2022. Business Ownership; Live Oak Wealth Partners; Owner; Manage Ameriprise Business; 1440 E Bridge St, , Breaux Bridge, LA, 70517; Investment-Related; 01/03/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Live Oak Wealth Partners; Owner; Manage advisory business; 1440 E Bridge St, , Breaux Bridge, LA, 70517; Investment-Related; 01/03/2018; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-14 |
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