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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| LA | RA | APPROVED | 2025-02-10 |
Branch Locations
501 Canal Boulevard, Thibodaux, LA 70301 • United States
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
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