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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 2025-05-05
MS RA APPROVED 2025-04-28
TX RA APPROVED 2025-04-28
  • LA RA
    APPROVED
    Since 2025-05-05
  • MS RA
    APPROVED
    Since 2025-04-28
  • TX RA
    APPROVED
    Since 2025-04-28

Branch Locations

Gulfport, MS • United States

1021 E. St. Mary Blvd., Lafayette, LA 70503 • 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
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
Previous Registrations
  • 2012-06-29 → 2025-05-05
    Lafayette, LA
    Lafayette, LA
    Biloxi, MS
    Lafayette, LA
    Biloxi, MS
    St. Louis, MO
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-02-02
  • S63 Uniform Securities Agent State Law Examination
    2007-02-02

View on SEC IAPD

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