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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| LA | RA | APPROVED | 2025-11-20 |
Branch Locations
9191 Siegen Ln Bldg 1, Baton Rouge, LA 70810 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger) | Baton Rouge | LA | 09/2003 | 11/2025 |
| Raymond James Financial Services, Inc. | Baton Rouge | LA | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Baton Rouge | LA | 11/2025 | Present |
(1)Name of Business: Address: 9191 Siegen Ln Bldg 1, Baton Rouge, LA, 70810-2240, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: acting as an independent insurance agent to solicit and write life/health and fixed annuity policies. (2)Name of Business: G4 Properties, LLC Address: 4611 Bluebonnet Blvd Suite A, Baton Rouge, LA, 70809, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/11/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To pay 1/3 of the following expenses: annual property taxes, insurance, and maintenance when required. (3)Name of Business: Lee Wealth Advisors Address: 9191 Siegen Ln Bldg 1, Baton Rouge, LA, 70810-2240, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/17/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I practice as a financial advisor for ICD division of Raymond James. This business name is a DBA. (4)Name of Business: Lee Wealth Management, LLC Address: 18024 W Augusta Dr, Baton Rouge, LA, 70810, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/11/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and sole member of LLC that holds working capital account for business operations
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-26 |
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