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Current Employers
The Planning Center, Inc.

1615 5Th Avenue, Moline, IL 61265 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2017-09-08
TX RA APPROVED 2017-09-08
  • LA RA
    APPROVED
    Since 2017-09-08
  • TX RA
    APPROVED
    Since 2017-09-08

Branch Locations

1615 5Th Avenue, Moline, IL 61265 • United States

2727 Prytania Street Suite 1521B, New Orleans, LA 70130 • 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
Upperline Financial Planning, Llc New Orleans LA 10/2010 09/2017
The Planning Center, Inc. Moline IL 09/2017 Present
  • 10/2010 → 09/2017
    Upperline Financial Planning, Llc
    New Orleans, LA
  • 09/2017 → Present
    Moline, IL
Previous Registrations
  • 2010-11-24 → 2017-10-10
    Upperline Financial Planning, Llc
    New Orleans, LA
  • 2009-12-16 → 2010-09-20
    New Orleans, LA
    Metairie, LA
    New Orleans, LA
  • 2006-05-03 → 2009-12-22
    Ameritas Investment Company, Llc
    New Orleans, LA
    Mandeville, LA
    New Orleans, LA
  • 2002-05-23 → 2005-07-11
    New Orleans, LA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-09
  • S63 Uniform Securities Agent State Law Examination
    2000-10-09
Designations
Other Names
  • Jude Hank Boudreaux

View on SEC IAPD

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