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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-03-25 |
| TX | RA | APPROVED_RES | 2017-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Kenner | LA | 12/1998 | 03/2017 |
| Metlife Securities Inc. | Kenner | LA | 12/1998 | 03/2017 |
| Massmutual Life Insurance Co | Thibodaux | LA | 07/2016 | Present |
| Mml Investors Services, Llc | Thibodaux | LA | 03/2017 | Present |
(1) Name: Lake Lots in Rienzi Place Homeowner's Association Inv rel: N Add: At Residential Address Nature: other Position: Treasurer Start date: 03/2009 No. Hr/Mo: 3 No. Hr/Mo during sec trading: 0 Describe duties: Treasurer of homeowners association. (2) Name: Broussard Capital Holdings LLC Inv rel: Y Add: At Residential Address Nature: Simple Rental Property Position: Owner Start date: 01/2006 No. Hr/Mo: 0 No. Hr/Mo during sec trading: 0. (3) Name: Bart Broussard/Broussard Wealth Management Inv rel: Y Add: 909 Canal Blvd Thibodaux lA 70301 Nature: Outside Insurance; Individual Life, P&C, Health Position: Agent Start date: 01/1999 No. Hr/Mo: 10 No. Hr/Mo during sec trading: 0. (4) Name: Broussard Timber Holdings LLC Inv Rel: Y Add: Residential Address Nature: LLC created to hold my Timber Farm for liability purposes Position: Member/Manager Start Date: 04/27/2023 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 0 Duties: Manage timber on my property and harvest it for income every 5-10 years. (5) Name: Broussard Wealth Management, LLC Inv Rel: Y Addr: At residential address Nature: LLC Created for Office/Business Expenses Position: Member/Manager Start Date: 06/07/2023 No. Hr/Mo: 1No. Hr/Mo During Sec Trading: 1 Duties: Manage expenses from my office building and business expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-25 |
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