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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
LA RA APPROVED 2025-02-10
  • TX RA
    APPROVED
    Since 2026-03-23
  • LA RA
    APPROVED
    Since 2025-02-10

Branch Locations

501 Canal Boulevard, Thibodaux, LA 70301 • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • 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
Lpl Financial, Llc Thibodaux LA 05/2008 12/2024
Commonwealth Financial Network Waltham MA 01/2025 Present
Allegiant Wealth Management Group Thibodaux LA 01/2025 Present
Previous Registrations
  • 2008-05-20 → 2025-02-07
    Houma, LA
    Thibodaux, LA
    Thibodaux, LA
    San Diego, CA
    Thibodaux, LA
    Houma, LA
    Houma, LA
    Houma, LA
Other Businesses

1. Owner, Twin Tigers, LLC; an entity created for the purpose of owning real estate in Baton Rouge, LA, as of 4/18/2023; 1% of time spent during business hours; Not conducted at branch; Investment related. 2. Fixed insurance sales; as of 02/01/2025; 15% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, Leo A. Pitre; a private entity established to facilitate securities, advisory, and insurance business; Located at 501 Canal Blvd, Thibodaux, LA 70301; as of 05/2008; 10% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Planning for the Future, LLC; an entity created for the purpose of buying and managing commercial real estate at 703 Saint Mary Street, Thibodaux, LA 70301, as of 6/11/2026; 10% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Shelby Pitre, LLC; an entity created for the purpose of owning & managing office real estate at 501 Canal Blvd, Thibodaux, LA 70301, as of 6/15/2026; 5% time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-05-02
  • S63 Uniform Securities Agent State Law Examination
    2000-05-02
Designations

View on SEC IAPD

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