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1200 Camellia Suite 101, Lafayette, LA 70508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-06 |
| LA | RA | APPROVED | 2022-12-20 |
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 |
|---|---|---|---|---|
| Oxford Asset Management, Llc | Mcallen | TX | 05/2011 | 02/2017 |
| Spire Investment Partners | Lafayette | LA | 02/2017 | 12/2022 |
| Stone Wealth Partners Llc | Lafayette | LA | 12/2022 | Present |
Owner/Manager of Geaux Park UL - a public Parking Lot since 2010. Not investment related. Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Delhomme Properties LLC - rental property since 2020. Not investment related, Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Delhomme Energy Holdings, LLC - Used for investing in oil well drilling projects since 2023. Not investment related, Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Silicohomme Valley, LLC - used for investing in technology Not investment related, Lafayette, LA, owner, started 2025, 0 hours per month during and after trading hours, no duties, passive investor. Helicopter Money, LLC - used for holding personal investment in small regional bank. Lafayette, LA, owner, started 2021, 0 hours per month during and after trading hours, no duties, passive investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-13 |
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