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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-26
LA RA APPROVED 2025-02-20
  • TX RA
    APPROVED
    Since 2025-03-26
  • LA RA
    APPROVED
    Since 2025-02-20

Branch Locations

8611 Highway 23 Suite 1-C, Belle Chasse, LA 70037 • 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
Concourse Financial Group Securities Inc Belle Chasse AL 02/2001 02/2025
Concourse Financial Group Securities Inc Belle Chasse LA 09/2005 02/2025
(Dba) Allday Ansardi Investment Advisors Belle Chasse MD 10/2018 04/2021
(Dba) The Ansardi Group Llc Belle Chasse LA 08/2020 Present
Cetera Wealth Services, Llc Belle Chasse LA 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
  • 02/2001 → 02/2025
    Concourse Financial Group Securities Inc
    Belle Chasse, AL
  • 09/2005 → 02/2025
    Concourse Financial Group Securities Inc
    Belle Chasse, LA
  • 10/2018 → 04/2021
    (Dba) Allday Ansardi Investment Advisors
    Belle Chasse, MD
  • 08/2020 → Present
    (Dba) The Ansardi Group Llc
    Belle Chasse, LA
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Belle Chasse, LA
  • 02/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2005-09-26 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Belle Chasse, LA
    New Orleans, LA
    New Orleans, LA
    Metairie, LA
    Birmingham, AL
Other Businesses

1.(DBA) THE ANSARDI GROUP, LLC; INVS RELATED; SAME AS REGISTERED LOCATION; FINANCIAL SERVICES; OWNER, STARTED 08/2020; 160 HOURS PER MONTH; REBRANDED NAME OF ANSARDI FINANCIAL SERVICES, LLC 2.ANSARDI FINANCIAL SERVICES; INVS RELATED; SAME AS REGISTERED LOCATION; INSURANCE; OWNER; START DATE 01/2000; 30 HOURS PER MONTH, DURING TRADING HOURS; FINANCIAL PLANNING WITH INVESTMENT AND INSURANCE SALES. 3.DU-TEX, INC; NON-INVS RELATED; 30662 HIGHWAY 23, BURAS LA 70041; OYSTER FISHING; OFFICER, REPRESENTATIVE OF COMPANY; STARTED 08/1987; REPRESENTATIVE OF THE COMPANY IN PARENTS ABSENCE. 4.WESTBANK INDUSTRIAL ASSOCIATION; NON-INVS RELATED; MARRERO, LA 70058; ECONOMIC GROWTH; BOARD MEMBER - VICE PRESIDENT; START DATE 01/2023; 7 HOURS PER MONTH WITH 4 DURING TRADING HOURS; RESPONSIBLE FOR OBTAINING SPEAKERS AT THE MONTHLY MEMBERSHIP MEETINGS AS WELL AS TO PRESIDE OVER MEETINGS IN THE ABSENCE OF BOTH THE PRESIDENT AND THE EXECUTIVE VICE-PRESIDENT. 5.WEST JEFFERSON MEDICAL CENTER FOUNDATION; NON-INVS RELATED; 1101 MEDICAL CENTER BLVD, MARRERO LA 70047; HOSPITAL FOUNDATION; BOARD MEMBER; 5 HOURS PER MONTH WITH 3 HOURS DURING TRADING HOURS; A CHARITABLE SUPPORT ORGANIZATION, MY ROLE IS TO IDENTIFY AND PROMOTE THE FOUNDATION TO CONSTITUENTS, 6. KP OYSTERS, I, LLC; KP OYSTERS II, LLC; AND PETROVICH OYSTERS, LLC; NON-INVS RELATED; 30382 HWY 23 BURAS, LA 70041; OTHER - OYSTER CULTIVATOR; PRESIDENT; STRATED 04/2022; 4 HOURS PER MONTH, 1 DURING TRADING HOURS; EQUAL DECISION MAKER - MY PARENTS HAVE BEEN IN THE OYSTER BUSINESS FOR 65 YEARS AND THEY ARE GIFTING THE OYSTER LEASES TO MY TWO SIBLINGS AND ME. 7. MAE PENELOPE INTOVETRO TRUST; INVS RELATED; BELLE CHASSE, LA; OTHER; TRUSTEE; STARTED 04/2022; NO HOURS PER MONTH; TRUST TO BENEFIT MY GRANDCHILD. 8. STELLA RAY TESVICH INVITRO TRUST; INVS RELATED; BELLE CHASSE, LA; OTHER; TRUSTEE; STARTED 04/2022; NO HOURS PER MONTH; TRUST TO BENEFIT MY GRANDCHILD. 9. JONAH TESVICH INTROVITRO TRUST; INVS RELATED,BELLE CHASSE, LA; OTHER; TRUSTEE; STARTED 04/2022; NO HOURS PER MONTH; TRUST TO BENEFIT MY GRANDCHILD. 10. CATHOLIC COMMUNITY FOUNDATION; NON-INVESTMENT RELATED; 3330 N CAUSEWAY BLVD #361, METAIRIE, LA 70002; OTHER; PROFESSIONAL ADVISOR COUNCIL (PAC) MEMBER; STARTED 04/2023; 1 HOUR PER MONTH, DURING TRADING HOURS, FINANCIAL MANAGEMENT, MEMBERS ARE SUPPORTED WITH PHILANTHROPIC EXPERTISE AND RESOURCES. 11. WESTBANK BUSINESS & INDUSTRIAL ASSOCIATION, NOT INVS RELATED, WESTBANK EXPRESSWAY, MARRERO, LA 70072, ASSOCIATION, STARTED: 01/2025, PRESIDENT, APX NUMBER OF HOURS PER WEEK: 5, DURING TRADING HOURS, EXERCISE GENERAL SUPERVISION AND ADMINISTRATION OVER AFFAIRS, PRESIDE AT ALL MEETINGS; 12.ROTARY CLUB OF BELLE CHASSE FOUNDATION, NOT INVS RELATED, HWY 23, BELLE CHASSE, LA 70037, NON-PROFIT, STARTED: 04/2025, MEMBER, APX NUMBER OF HOURS PER WEEK: 1, DURING TRADING HOURS, GUIDANCE ON PHILANTHROPY DONATIONS 13.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVS RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE,STARTED 07/1988, APX NUMBER OF HOURS PER WEEK: 1, DURING TRADING HOURS, INSURANCE AGENT, SALES OF FIXED INSURANCE PRODUCTS; 14. NAME OF OTHER BUSINESS: THE PLAYFUL PELICAN; INVESTMENT RELATED: NO; ADDRESS: 149 GREEN TRAILS DR, BELLE CHASSE, LA 70037; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; TITLE: ADVISORY BOARD MEMBER; APX # OF HRS/WK & DUR TRD HRS: 1; DUTIES: ADVOCACY AT ESTABLISHING A CHILDREN'S MUSEUM IN THE LOCAL COMMUNITY;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-20
S63 Uniform Securities Agent State Law Examination 1999-01-22
  • S65 Uniform Investment Adviser Law Examination
    2002-08-20
  • S63 Uniform Securities Agent State Law Examination
    1999-01-22
Designations
Other Names
  • Danica Ann Petrovich

View on SEC IAPD

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