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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-05-26
TX RA APPROVED 2022-05-26
  • LA RA
    APPROVED
    Since 2022-05-26
  • TX RA
    APPROVED
    Since 2022-05-26

Branch Locations

300 Rue Beauregard Suite E, Lafayette, LA 70508 • 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
Lynn Wood & Associates Lafayette LA 09/2016 01/2020
Crawfish Hole Lafayette LA 01/2016 06/2018
University Of Louisiana At Lafayette Lafayette LA 01/2015 12/2016
Voya Financial Advisors, Inc Lafayette LA 09/2016 01/2020
Lpl Financial, Llc Lafayette LA 02/2020 05/2022
Stratos Wealth Partners, Ltd Lafayette LA 02/2020 05/2022
Raymond Financial Services, Inc Lafayette LA 05/2022 Present
Raymond Financial Services Advisors, Inc Lafayette LA 05/2022 Present
  • 09/2016 → 01/2020
    Lynn Wood & Associates
    Lafayette, LA
  • 01/2016 → 06/2018
    Crawfish Hole
    Lafayette, LA
  • 01/2015 → 12/2016
    University Of Louisiana At Lafayette
    Lafayette, LA
  • 09/2016 → 01/2020
    Lafayette, LA
  • 02/2020 → 05/2022
    Lafayette, LA
  • 02/2020 → 05/2022
    Lafayette, LA
  • 05/2022 → Present
    Raymond Financial Services, Inc
    Lafayette, LA
  • 05/2022 → Present
    Raymond Financial Services Advisors, Inc
    Lafayette, LA
Previous Registrations
Other Businesses

(1)Name of Business: 1446 Peterman Dr. LLC Address: 1446 Peterman Dr, Alexandria , LA, 71301, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 06/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchasing property. pay self rent. bills. (2)Name of Business: Investment Partners of Alexandria Address: 1446 Peterman Dr , Alexandria , LA, 71301, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: 50/50 owner with FA, Chuck Soprano. LLC used to do RJFS business (payroll & expenses) (3)Name of Business: Ledet Wealth Management, LLC Address: 300 Rue Beauregard Ste E, Lafayette, LA, 70508-8511, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC used to run income and expenses of RJFS affiliation through in the future (4)Name of Business: Soprano, Chuck and Meg Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower, Succession Planning Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Chuck Soprano LLC & me purchased Joey & Mary Descant's office building where their RJ office is held. Also purchased his BOB. Purchase building through 1446 Peterman LLC, have submitted an OBA for LLC already.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-18
  • S66 Uniform Combined State Law Examination
    2017-12-18

View on SEC IAPD

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