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1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-05 |
| MS | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright, Moore Dehart, Dupuis, & Hutchinson, Cpa | Lafayette | LA | 01/1980 | 12/2020 |
| Lpl Financial, Llc | Lafayette | LA | 09/2009 | 04/2025 |
| Summit Financial Wealth Advisors | Lafayette | LA | 04/2025 | Present |
1) Stanton Properties, LLC ( commercial rental real estate ), Investment-Related, 202 Stanton Drive Broussard LA 70518. Start date-07/15/2016. I am the managing member of the LLC that owns and leases an industrial building since 2016 through the present. I spend approximately 5 hours/month. 2) 301 Breakwater, LLC ( commercial rental real estate ), Investment-related, located at 301 Breakwater Drive, Lafayette, LA 70501. I am the managing member of the LLC that owns and leases an industrial building since 2014 through present. I spend approximately 5 hours/month. 3) DJ Team, LLC ( Investment-related ). Home based. Started 09/03/2018. This entity owns securities held in brokerage account and notes secured by mortgages on real estate. It is operated from my home address and I spend approximately 10 hours/month on this venture.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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