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RIA / WealthAdvisor19 years in industry

BRET PATRICK BOUDREAUX

Advisor at PELICAN INVESTMENT ADVISORS, LLC

BATON ROUGE, LA

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Search this name across graphsid dfx:ria:2492a98e-088d-1bc8-fa9a-8788e8cfe9f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PELICAN INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 25, 2024
First registration: Oct 13, 2006
Dual registered: no
IAPD individual key: 4043639

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PELICAN INVESTMENT ADVISORS, LLC	Independent wealth	Dec 23, 2025	n/a	yes	BATON ROUGE, LA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 30, 2024	Dec 15, 2025	no	PRAIRIEVILLE, LA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	May 19, 2015	Jul 11, 2016	no	METAIRIE, LA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Aug 28, 2013	Feb 28, 2014	no	LAFAYETTE, LA\|BATON ROUGE, LA	Previous registration
HANCOCK WHITNEY INVESTMENT SERVICES INC.	Independent wealth	Jul 26, 2013	Aug 29, 2013	no	NEW ORLEANS, LA\|BATON ROUGE, LA\|BATON ROUGE, LA\|BATON ROUGE, LA\|BATON ROUGE, LA\|BATON ROUGE, LA	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Dec 19, 2011	Aug 23, 2013	no	BATON ROUGE, LA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 2, 2009	Dec 21, 2011	no	SAN DIEGO, CA\|BATON ROUGE, LA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 13, 2006	Apr 6, 2009	no	BATON ROUGE, LA\|BATON ROUGE, LA\|BATON ROUGE, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	PELICAN INVESTMENT ADVISORS, LLC	Dec 15, 2025	Dec 23, 2025	8	Firm change	Ibd to RIA
OSAIC WEALTH, INC.	CETERA INVESTMENT ADVISERS LLC	Feb 28, 2014	May 19, 2015	445	Firm change after gap	Other
HANCOCK WHITNEY INVESTMENT SERVICES INC.	OSAIC WEALTH, INC.	Aug 29, 2013	Aug 28, 2013	-1	Firm change	Other
ONEAMERICA SECURITIES, INC.	HANCOCK WHITNEY INVESTMENT SERVICES INC.	Aug 23, 2013	Jul 26, 2013	-28	Firm change	Other
LPL FINANCIAL LLC	ONEAMERICA SECURITIES, INC.	Dec 21, 2011	Dec 19, 2011	-2	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	LPL FINANCIAL LLC	Apr 6, 2009	Jun 2, 2009	57	Firm change	Other

Relationships

Registered with (7)

→ PELICAN INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 30, 2024 to Dec 15, 2025factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Aug 28, 2013 to Feb 28, 2014factForm ADV
→ HANCOCK WHITNEY INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Jul 26, 2013 to Aug 29, 2013factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Dec 19, 2011 to Aug 23, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 2, 2009 to Dec 21, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 13, 2006 to Apr 6, 2009factForm ADV

Dated events

Occurred
Dec 15, 2025
Advisor changed firm
Bret Patrick Boudreaux left Cetera Investment Advisers Llc for Pelican Investment Advisors, Llc (registered 2025-12-23)
Form ADVobserved 6 days ago