Best Investors
Account
Sign in
1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-11 |
Branch Locations
1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
213 N. College Rd., Lafayette, LA 70506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Financial Group | Lafayette | LA | 08/2015 | 03/2025 |
| Lpl Financial, Llc | Lafayette | LA | 09/2015 | 04/2025 |
| Summit Financial Wealth Advisors | Lafayette | LA | 08/2025 | Present |
| Unemployed | Lafayette | LA | 04/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-12 |
Reach out to this advisor