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Current Employers
Summit Financial Wealth Advisors

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-08-11
  • LA RA
    APPROVED
    Since 2025-08-11

Branch Locations

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

213 N. College Rd., Lafayette, LA 70506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-12
  • S66 Uniform Combined State Law Examination
    2017-12-12

View on SEC IAPD

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