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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| LA | RA | APPROVED | 2024-06-26 |
Branch Locations
400 E. Kaliste Saloom Ste 5100, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thevenet Lawn Care | Breaux Bridge | LA | 05/2010 | Present |
| 3 Boys Stripping | Beaux Bridge | LA | 06/2010 | Present |
| New York Life Insurance Co | Baton Rouge | LA | 05/2018 | Present |
| Nylife Securities Llc | Baton Rouge | LA | 06/2018 | Present |
| Eagle Strategies Llc | Lafayette | LA | 06/2024 | Present |
| Planwell Investments & Strategies, Llc | Lafayette | LA | 08/2025 | Present |
[3 Boys Parking Lot Striping;Re-stripe and paint parking lot lines;440 Broussard St. Breaux Bridge, LA 70517;Started: 05/2018;employee;5 hours a month-none during securities trading hours;help out when needed to paint parking lots] [OPERATING UNDER THE DBA NAME OF PLANWELL INVESTMENTS & STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAFAYETTE, LA); START DATE: 08/2025) [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 114 Cecile Dr. Lafayette, LA 70508; Start Date 07/2022; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Royal Land Solutions , LLC; Bush hogging, dirt work, debree removal & demolition.; 109 Innisbrook Dr. Broussard, LA 70518; Start Date 05/2022; Role/Title: Owner; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours] [ATCD Properties, LLC; It is an LLC partnership with joint ownership of property.; 114 Cecile Dr. Lafayette, LA 70508; Start Date 11/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; OWNER] [Entrepro Investments LLC (Dormant); To hold real estate investments and rental property in the future; 114 Cecile Dr. Lafayette LA 70508; Start Date 01/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Owner/Manager. Currently 0 Properties are held in this LLC. This LLC is being created for the purchasing of future rental properties. Hopefully in the near future 1-2yrs I will purchase property.] [House Of Embroidery & Design LLC; Embroidering clothes and fabrics; 114 Cecile Dr. Lafayette LA 70508; Start Date 01/2023; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; 50% Owner with my wife] [Thevenet Lawn Care, LLC; Lawn Maintenance; 440 Broussard St. Breaux Bridge, LA 70517; Start Date 06/2014; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; My responsibility is to maintain the few yards I have]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-24 |
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