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1200 Camellia Suite 101, Lafayette, LA 70508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
1200 Camellia Suite 101, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Lafayette | LA | 02/2025 | 06/2025 |
| Raconteur Story Writing Services Llc | Lafayette | LA | 10/2018 | 01/2025 |
| Savvy Investments Llc D/B/A Savoie Publishing | Lafayette | LA | 07/2024 | 01/2025 |
| Memorable Obituaries Llc | Lafayette | LA | 09/2021 | 01/2025 |
| Leading Health Care Of Louisiana | Lafayette | LA | 07/2023 | 01/2024 |
| Jpmorgan Chase Bank | The Villages | FL | 09/2017 | 10/2018 |
| Iberiabank (Acquired By First Horizon Bank) | Lafayette | LA | 01/2016 | 06/2017 |
| Stone Wealth Partners | Lafayette | LA | 08/2025 | Present |
Business Ownership; Raconteur Story Writing Services LLC; Co-owner; Raconteur Story Writing Services LLC -- Writing Service ; 3 Flagg Place, Suite B-1, Lafayette, LA, 70508; Not Investment-Related; 12/07/2016; 10 to 19 hours per month; 0 during trading hours / Savvy Investments LLC DBA Savoie Publishing; Co-owner; Consulting; 106 Doncaster Circle, , Youngsville, LA, 70592; Not Investment-Related; 05/19/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Celebration of Life, Inc., not investment related, Lafayette, LA, Book making Platform, founder, 10/23/2025, 10 hours per month, 1 hour during trading hours, business development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
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