Best Investors Account Sign in
Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-10-21
  • LA RA
    APPROVED
    Since 2025-10-21

Branch Locations

1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560 • United States

Lafayette, LA • United States

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-09-05
  • LA RA
    APPROVED
    Since 2025-09-05

Branch Locations

1101 E Admiral Doyle Dr Ste 106, New Iberia, LA 70560 • United States

Lafayette, LA • 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
1St Global Capital Corp. Lafayette LA 09/2015 10/2019
1St Global Advisors, Inc. Lafayette LA 09/2015 10/2019
Darnall Sikes Wealth Partners Llc New Iberia LA 09/2015 Present
Darnall, Sikes & Frederick Cpas New Iberia LA 09/2015 06/2018
Avantax Advisory Services New Iberia LA 10/2019 09/2025
Avantax Investment Services, Inc. New Iberia LA 10/2019 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Avantax Planning Partners Inc Dubuque IA 09/2025 Present
  • 09/2015 → 10/2019
    1St Global Capital Corp.
    Lafayette, LA
  • 09/2015 → 10/2019
    1St Global Advisors, Inc.
    Lafayette, LA
  • 09/2015 → Present
    Darnall Sikes Wealth Partners Llc
    New Iberia, LA
  • 09/2015 → 06/2018
    Darnall, Sikes & Frederick Cpas
    New Iberia, LA
  • 10/2019 → 09/2025
    Avantax Advisory Services
    New Iberia, LA
  • 10/2019 → 09/2025
    Avantax Investment Services, Inc.
    New Iberia, LA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Dubuque, IA
Previous Registrations
  • 2019-10-25 → 2025-09-05
    Avantax Advisory Services
    New Iberia, LA
    Dallas, TX
    Lafayette, LA
  • 2015-12-01 → 2019-10-25
    1St Global Advisors Inc
    Lafayette, LA
Other Businesses

DARNALL SIKES WEALTH PARTNERS LLC POSITION: Chief Operating Officer NATURE: Financial Advisors Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/09/2018 ADDRESS: 2000 Kaliste Saloom Rd, Ste 300, Lafayette LA 70508, United States DESCRIPTION: Chief Operating Officer (COO)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-01
  • S66 Uniform Combined State Law Examination
    2015-12-01
Other Names
  • Michelle Marie Inzerella

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Iberia, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor