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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| LA | RA | APPROVED | 2026-02-18 |
Branch Locations
433 Metairie Rd Ste 309 [ Satellite], Metairie, LA 70005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitney Bank | New Orleans | LA | 10/2012 | 10/2017 |
| Morgan Stanley | New Orleans | LA | 10/2017 | 04/2022 |
| Morgan Stanley Private Bank, N.A. | New Orleans | LA | 10/2017 | 04/2022 |
| Regions Bank | New Orleans | LA | 05/2022 | 03/2024 |
| Cetera Investment Advisers Llc | New Orleans | LA | 05/2023 | 03/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2023 | 03/2024 |
| Hancock Whitney Bank | New Orleans | LA | 04/2024 | 01/2026 |
| Cetera Investment Advisers Llc | New Orleans | LA | 04/2024 | 02/2026 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2024 | 02/2026 |
| Wells Fargo Advisors Financial Network, Llc | Metairie | LA | 02/2026 | Present |
1. INSTITUTIONAL TRUST DEPARTMENT RELATIONSHIP MANAGER FOR HANCOCK WHITNEY BANK, HANDLE ACCOUNT OPENINGS AND CLOSINGS, FUFILL DISTRIBUTIONS AND ACCOUNT ADDITIONS AND OTHER ADMINISTRATIVE NEEDS, DOES NOT PLACE OR HANDLE SECURITIES, DOES NOT RECOMMEND SPECIFIC SECURITIES TRANSACTIONS, DOES NOT MAKE INVESTMENT DECISIONS, RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-03 |
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