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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| LA | RA | APPROVED | 2022-08-08 |
Branch Locations
140 Rue Beauregard Suite B, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Katie Sanford State Farm | Lafayette | LA | 10/2014 | 03/2019 |
| Raymond James Financial Services, Inc | Lafayette | LA | 03/2019 | 04/2019 |
| Raymond James Financial Services, Inc | Lafayette | LA | 04/2019 | Present |
| Raymond James Financial Services Advisors | Lafayette | LA | 08/2022 | Present |
(1) Name of Business: Heggie Investment Partners Address: 140 B Rue Beauregard, Lafayette, LA, 70508, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/14/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Answering phones, placing trades if FA is out of the office, client interaction
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-03 |
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