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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-12-17 |
| TX | RA | APPROVED_RES | 2021-12-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Lafayette | LA | 06/2006 | Present |
| Morgan Stanley Smith Barney | Lafayette | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Raymond James & Associates, Inc | Lafayette | LA | 11/2021 | Present |
(1)Name of Business: BDM, LLC Address: 225 Kings Rd, Lafayette, Louisiana, 70503, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Not active with this condo rental as it was sold as of June 2024. BDM, LLC currently has no Outside businesses or activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-30 |
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