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1000 Caruso Blvd Ste 425, Slidell, LA 70461 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Asset Management | Minneapolis | MN | 04/2011 | 02/2018 |
| Questar Capital Corporation | Minneapolis | MN | 04/2011 | 02/2018 |
| Valmark Securities, Inc. | Akron | OH | 02/2018 | 05/2019 |
| Valmark Advisers, Inc. | Akron | OH | 02/2018 | 03/2019 |
| Crown Capital Securities Lp | Orange | CA | 05/2019 | 10/2021 |
| Essential Insurance Financial Group, Llc | Metairie | LA | 06/2009 | Present |
ESSENTIAL INSURANCE FINANCIAL GROUP, LLC; NOT INVESTMENT RELATED; 3445 N CAUSEWAY BLVE, METAIRIE, LA 70002; FIXED INSURANCE SALES; OWNER/INDEPENDENT AGENT; 06/2009; 30 HRS; 0 HRS DURING TRADING; DUTIES INCLUDE ASSISTING AGING CLIENTS INTO MEDICARE, FINAL EXPENSE, AND OUTBROKERAGE LIFE INSURANCE. CRESCENT CITY CONCEALED CARRY AND FIREARMS TRAINING; NOT INVESTMENT RELATED; 9230 4TH ST, RIVER RIDGE, LA 70123; SELF DEFENSE AND FIREARMS TRAINING; OWNER; 07/2021; 16 HRS; 0 HRS DURING TRADING; DUTIES INCLUDE INSTRUCTING PROPLE IN THE PROPER AND SAFE USE OF FIREARMS AND DEFENSIVE TACTICS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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