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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-21 |
| NC | RA | APPROVED | 2026-01-06 |
| LA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
300 Rue Beauregard Ste C, Lafayette, LA 70508-8511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lafayette | LA | 11/2009 | 12/2025 |
| Ameriprise Financial Services, Llc | Lafayette | LA | 12/2025 | Present |
Real Estate Ownership; Commercial; 300 Rue Beauregard, Building C, Lafayette, LA, 70508; Investment-Related; 06/01/2022. Business Ownership; Lauer Investments LLC; Owner; Manage Ameriprise Business; 300 Rue Beauregard , Building C, Lafayette, LA, 70508; Not Investment-Related; 08/22/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Pinnacle Wealth Management LLC; Co-owner; Manage Ameriprise Business; 300 Rue Beauregard Building C, , Lafayette, LA, 70508; Investment-Related; 12/03/2025; 60 hours per month; 60 during trading hours / Morneaux LLC; Co-owner; Real Estate; 300 Rue Beauregard Bldg. C, , Lafayette, LA, 70508; Investment-Related; 02/01/2023; 0 hours per month; 0 during trading hours / Peak Realty, LLC; Co-owner; Real Estate; 140 Rue Beauregard, Unit A, Lafayette, LA, 70508; Investment-Related; 06/08/2010; 0 hours per month; 0 during trading hours / Peak Insurance Agency, LLC; Co-owner; Insurance agency offering P&C and L&H; 300 Rue Beauregard Building C, , Lafayette, LA, 70508; Investment-Related; 11/01/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
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