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1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-19 |
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 |
|---|---|---|---|---|
| Apex Environmental Solutions | Lafayette | LA | 03/2016 | 08/2019 |
| Go Marine Services | Lafayette | LA | 09/2019 | 10/2021 |
| Parish Investment Advisors | Lafayette | LA | 10/2021 | 02/2022 |
| Summit Financial Wealth Advisors | Lafayette | LA | 07/2022 | Present |
| Unemployed | Lafayette | LA | 02/2022 | 07/2022 |
| Cetera Advisor Networks Llc | Lafayette | LA | 07/2022 | 02/2024 |
Double Match Point, LLC - Storage Units, Not Investment Related, 200 Plantation Rd., Lafayette, LA 70503, Storage Units for rent, Manager, manage it for my family, 07/2012, 10 hours per month, 0 hours during trading hours, I manage the property, bill customers quarterly (18 customers), set up repairs and maintenance to the propert
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
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