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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
300 Rue Beauregard Ste C, Lafayette, LA 70508-8511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lafayette | LA | 02/2011 | 12/2025 |
| Ameriprise Financial Services, Llc | Lafayette | LA | 12/2025 | Present |
Business Ownership; Morvant Title and Notary LLC; Co-owner; Retail; 306 Veterans Memorial Dr, , Kaplan, LA, 70548; Not Investment-Related; 03/18/2021; 0 hours per month; 0 during trading hours / Michael Hank Morvant LLC; Owner; Manage Ameriprise Business; 300 Rue Beauregard Bldg C, , Lafayette, LA, 70508; Investment-Related; 09/01/2010; 60 hours per month; 60 during trading hours / MOA LLC; Co-owner; Real Estate; 218 S Adams St., , Rayne, LA, 70578; Not Investment-Related; 02/23/2023; 0 hours per month; 0 during trading hours / RPM Real Estate LLC; Co-owner; Real Estate; 302 Veterans Memorial Dr., , Kaplan, LA, 70548; Not Investment-Related; 10/01/2021; 0 hours per month; 0 during trading hours / Peak Realty, LLC; Co-owner; Real Estate; 140 Rue Beauregard Ste A, , Lafayette, LA, 70508; Not Investment-Related; 06/08/2010; 0 hours per month; 0 during trading hours / Morneaux LLC; Co-owner; Real Estate; 300 Rue Beauregard Bldg. C, , Lafayette, LA, 70508; Investment-Related; 02/01/2023; 1 to 9 hours per month; 0 during trading hours / Pinnacle Wealth Management; Co-owner; Manage Ameriprise Business; 300 Rue Beauregard Bldg C, , Lafayette, LA, 70508; Investment-Related; 12/03/2025; 60 hours per month; 60 during trading hours / Peak Insurance Agency, LLC; Co-owner; Commercial and residential property and casualty insurance; 300 Rue Beauregard Bldg C, , Lafayette, LA, 70508; Investment-Related; 02/01/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Laurer Investments LLC; Ameriprise compensation paid to franchise advisor then paid to me as AFA of Ameriprise via LLC for practice management.; Manage advisory business; 300 Rue Beauregard Bldg C, , Lafayette, LA, 70508; Investment-Related; 01/05/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Ray Morvant Insurance Inc.; This entity was my father's State Farm Insurance agency for 50 years. When he died in 2021 my siblings and I were entitled to a pension from State Farm, which had to be paid into the agency checking account. The sole business transacted in this agency is the payment of this pension, which is divided between my siblings and I on a monthly basis. No other business is transacted, or will be transacted from this business; 302 Veterans Memorial Dr., , Kaplan, LA, 70548; Not Investment-Related; 06/01/2021; 0 hours per month; 0 during trading hours / Morvant Insurance Agency LLC; Insurance agency property and casualty. I am not an owner or employee of Morvant Insurance Agency, I am only a registered agent for purposes of filing and renewing the LLC with the state of Louisiana.; 302 Veterans memorial dr, , Kaplan, LA, 70548; Not Investment-Related; 03/16/2020; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
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