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Karla Pineda Marcello

Guilbault Capital

Metairie, LA

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Current Employers
Guilbault Capital

3850 N Causeway Blvd. Suite 121, Metairie, LA 70002 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-08
  • LA RA
    APPROVED
    Since 2024-08-08

Branch Locations

3850 N Causeway Blvd. Suite 121, Metairie, LA 70002 • 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
Ubs Financial Services, Inc. New Orleans LA 07/2012 11/2017
Wells Fargo Clearing Services, Llc Metairie LA 11/2017 08/2024
Guilbault Capital Metairie LA 08/2024 Present
Previous Registrations
  • 2017-11-22 → 2024-08-06
    Wells Fargo Clearing Services, Llc
    Metairie, LA
  • 2015-12-17 → 2017-11-13
    Ubs Financial Services Inc.
    New Orleans, LA
  • 2007-05-30 → 2011-02-07
    Ubs Financial Services Inc.
    Washington, DC
  • 2004-01-08 → 2007-06-04
    Fbr Investment Management, Inc.
    Arlington, VA
  • 2003-05-21 → 2003-12-31
    Fbr Investment Management, Inc.
    Arlington, VA
  • 2003-01-17 → 2003-04-14
    Friedman Billings Ramsey Investment Management Inc
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-12
S63 Uniform Securities Agent State Law Examination 1999-08-19
  • S65 Uniform Investment Adviser Law Examination
    2002-04-12
  • S63 Uniform Securities Agent State Law Examination
    1999-08-19
Other Names
  • Karla Becky Pineda

View on SEC IAPD

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USI SECURITIES, INC.

Other Investors

RUFUS PRADOS CRESSEND
Ellen Alisse Geissal Morvant
James Anthony Ray
Jarod Hopper
Shelby Renee Cressend
ANDRE PIERCE LEBLANC
NEAL KENNETH ADLER
LOUIS WILLIAM BUNDY

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA
MERCER GLOBAL ADVISORS INC. · Metairie, LA
LPL ENTERPRISE, LLC · METAIRIE, LA
SISUNG INVESTMENT MANAGEMENT SERVICES LLC · METAIRIE, LA
INDEPENDENT ADVISOR ALLIANCE, LLC · Metarie, LA
USI SECURITIES, INC. · Metairie, LA

More in Metairie, LA

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