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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
Branch Locations
2000 Kaliste Saloom Rd Ste 300 Lafayette, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darnall, Sikes Gardes & Frederick | Lafayette | LA | 04/1981 | 01/2018 |
| 1St Global Capital Corp. | Lafayette | LA | 05/2006 | 10/2019 |
| 1St Global Advisors, Inc. | Lafayette | LA | 08/2006 | 10/2019 |
| Avantax Insurance Services, Inc. | Lafayette | LA | 08/2007 | 09/2025 |
| Darnall, Sikes & Frederick Cpas | Lafayette | LA | 01/2018 | Present |
| Avantax Advisory Services | Lafayette | LA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Lafayette | LA | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Lafayette | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) DSG&F REAL ESTATE INVESTMENTS, LLC POSITION: OWNER NATURE: REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 5/8/2007 DESCRIPTION: Real estate 2) DARNALL, SIKES & FREDERICK POSITION: ACCOUNTANT NATURE: Name change only. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 04/01/1981 ADDRESS: 2000 Kaliste SAloom Road, Suite 300, Lafayette LA 70503, United States DESCRIPTION: Name change only. 3) DARNALL SIKES WEALTH PARTNERS LLC (formerly DSF WEALTH MANAGEMENT LLC) POSITION: Member and Financial Advisor NATURE: Entity used to market wealth management services INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/09/2018 ADDRESS: 2000 Kaliste Saloom Rd, Suite 300, Lafayette LA 70508, United States DESCRIPTION: Normal duties associated with a Financial Advisor 4) COMMUNITY FOUNDATION OF ACADIANA POSITION: Board Member NATURE: The Community Foundation of Acadiana is a local non-profit organization that helps facilitate community giving. It allows individuals, businesses and other non-profit entities theopportunity to set up various funds both self directed and designated funds as well as scholarship funds, permanent and non-permanent funds. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 1035 Camellia Boulevard, Suite 100, Lafayette LA 70508, United States DESCRIPTION: I have been asked to serve as a non-paid volunteer board memebr. All of the board members are volunteers who serve a three year term without pay. I do not currently have an officers position. 5) CHILDRENS MUSEUM OF ACADIANA POSITION: Board member, Treasurer NATURE: This is a non profit museum that caters to young children with activities and other educational programs. It is open to the public. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 201 East Congress Street, Lafayette LA 70501, United States DESCRIPTION: I am a member of the board of directors that meet 4 times per year to provide guidance to the Executive Director. We all serve on the board in a non paying position. 6) DSF WEALTH MANAGEMENT, INC; FINANCIAL SERVICES ROLE; FINANCIAL SERVICES; IR; ; 08/01/2006; Lafayette LA ; WILL BE MEETING AND SERVICING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-02 |
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