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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-05-26 |
| TX | RA | APPROVED | 2022-05-26 |
Branch Locations
300 Rue Beauregard Suite E, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-18 |
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