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Current Employers
Summit Financial Wealth Advisors

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-05-01
  • LA RA
    APPROVED
    Since 2019-05-01

Branch Locations

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

2102 Floyd Park Drive Suite 5, Ruston, LA 71270 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Ruston LA 09/2009 04/2019
Summit Financial Wealth Advisors Lafayette LA 05/2019 Present
Previous Registrations
Other Businesses

1. Comdata, LIMITED PARTNER, FAMILY LIMITED PARTNERSHIP

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-26
  • S66 Uniform Combined State Law Examination
    2010-05-26

View on SEC IAPD

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