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1200 Camellia Suite 101, Lafayette, LA 70508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-21 |
| LA | RA | APPROVED | 2021-08-31 |
Branch Locations
1200 Camellia Suite 101, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cintas Corp | Lafayette | LA | 06/2015 | 02/2018 |
| Infinex Investments, Inc. | Meriden | CT | 02/2018 | 01/2021 |
| Iberia Bank | Acadia | LA | 02/2018 | 01/2021 |
| First Horizon Advisors | Lafayette | LA | 01/2021 | 08/2021 |
| Stone Wealth Partners | Lafayette | LA | 08/2021 | Present |
Compensated from investment-related sales of insurance and annuities through firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-09 |
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