Financial advisor
David C. Bordes
At Aspen Standard Wealth · Lafayette, LA · Crowley, LA
Registered as DAVID CULLEN BORDES
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Cullen Investment Group | Cullen Investment Group | Aspen Standard Wealth | Acquisition | October 6, 2026 | $1.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CULLEN INVESTMENT GROUP | Investment adviser | December 17, 2013 | Current |
| CULLEN INVESTMENT GROUP, LTD. | Broker-dealer | August 21, 1987 | December 13, 2024 |
| PRUDENTIAL-BACHE SECURITIES INC. | Broker-dealer | April 4, 1983 | August 13, 1987 |
| SHEARSON/AMERICAN EXPRESS INC. | Broker-dealer | July 26, 1978 | April 18, 1983 |
| HOWARD, WEIL, LABOUISSE, FRIEDRICHS INCORPORATED | Broker-dealer | January 28, 1976 | August 17, 1978 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.