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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 |
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walk'ONs Sports Bistreaux And Bar | Broussard | LA | 06/2020 | 12/2022 |
| Unemployed | New Iberia | LA | 05/2013 | 05/2020 |
| Raymond James Financial Services Inc | Breaux Bridge | LA | 08/2022 | 03/2023 |
| Corner Bar | Youngsville | LA | 02/2023 | 11/2023 |
| J.P. Morgan Securities Llc | Lafayette | LA | 05/2023 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Lafayette | LA | 05/2023 | 05/2024 |
| Avantax Investment Services, Inc. | New Iberia | LA | 06/2024 | 09/2025 |
| Avantax Advisory Services | New Iberia | LA | 06/2024 | 09/2025 |
| Cosource Financial Group, Llc | New Iberia | LA | 05/2024 | Present |
| Avantax Insurance Agency Llc | Associate Financial Representative. | LA | 06/2024 | 09/2025 |
| Cetera Wealth Services, Llc | New Iberia | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) COSOURCE FINANCIAL GROUP LLC POSITION: Associate Financial Representative NATURE: Provide financial planning services for business and individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 05/20/2024 ADDRESS: 152 West Main Street, New Iberia LA 70560, United States DESCRIPTION: Running reports and researching mutual funds for plans. Conduct employee enrollment meetings for current 401k plans. Traveling to meet on site with business. Maintain common pages/reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-12 |
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