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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-12 |
Branch Locations
2920 Toccoa Road, Beaumont, TX 77703 • United States
858 Camp Street, New Orleans, LA 70130 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Beaumont | TX | 05/2013 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Beaumont | TX | 05/2013 | 10/2021 |
| Ascent Oil & Gas Consultants, Llc | Beaumont | TX | 09/2015 | 02/2020 |
| Newedge Advisors Llc | New Orleans | LA | 05/2022 | Present |
| N/A | Beaumont | TX | 10/2021 | 05/2022 |
Ms. Reynard is non-registered fingerprint personnel with NewEdge Securities, LLC. ("NES"). Member FINRA/SIPC. Ms. Reynard is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. Reynard, as a fiduciary, will act in the client's best interest. Ms. Reynard is a 49% owner of Reynard Investments, LTD, which is an asset protection business. Ms. Reynard devotes zero hours to this activity during trading hours. Ms. Reynard is a partner at LTC Financial Services, which is a partnership with Ron Legnion, Larry Turner, Cliff Cavett, Joshua Cavett, and Angie White. It is a pass-thru entity to receive fees from Beaumont Wealth Advisors. Ms. Reynard is a co-owner of CRW Properties, LLC, which is an entity set up for the ownership of property related to Beaumont Wealth Advisors. Joshua Cavett and Angie White are also owners. LTC Financial Services pays monthly rent to the entity for the use of the building. Ms. Reynard is a co-owner of A & E Beaumont Properties, LLC, which is an entity set up for the ownership of property related to Beaumont Wealth Advisors. NewEdge Advisors will pay monthly rent to the entity for the use of the building once the property is transferred from CRW Properties, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-17 |
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