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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-29 |
| LA | RA | APPROVED | 2012-05-24 |
Branch Locations
3639 Ambassador Caffery Parkway Suite 218, Lafayette, LA 70503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Lafayette | LA | 05/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Lafayette | LA | 05/2012 | Present |
| Investment Partners Of Acadiana, Llc | Lafayette | LA | 05/2012 | Present |
| The Investment Advisory Group | Lafayette | LA | 01/2014 | Present |
(1) Name of Business: Bancker Plantation Address: 212 Summer Morning Court, Lafayette, LA, 70508, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/27/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As General Partner, I negotiate and sign all farming/ranching contracts, collect income produced from these ventures and redistribute to all partners, pay all property taxes as well as distributing all K1s for tax reporting. (2) Name of Business: The Investment Advisory Group Address: 3639 Ambassador Caffrey, Suite 218, Lafayette, LA, 70503, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/27/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA. Sales of Securities/Insurance/Annuities products as an Independent thru Raymond James Financial Services (3) Name of Business: The Investment Partners of Acadiana, LLC Address: 3639 Ambassador Caffery Pkwy Ste 218, Lafayette, LA, 70503, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/27/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch manger's support company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-24 |
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