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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-02 |
Branch Locations
3850 N. Causeway Blvd. #950, Metarie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Metairie | LA | 03/2015 | 05/2025 |
| Level Four Advisory Services | Metairie | LA | 03/2015 | 08/2018 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Metairie | LA | 08/2018 | 05/2025 |
| Family Council Office | Metairie | LA | 03/2023 | 05/2025 |
| Independent Advisor Alliance | Charlotte | NC | 05/2025 | Present |
1. 01/01/2018- GMMWF, LLC - Investment Related - New Orleans, LA - Real Estate Rental - Started 11/01/2017 - 10 Hours Per Month/0 Hours During Securities Trading. 2. 03/01/2014 - Grace at the Greenlight - non-profit Board of Directors - Board Member - 1 hour per month - community outreach. Non-profit connects local homeless population with family members and provides passage. 3. 12/31/2022 - Council Family Office - Investment Related - DBA name for RIA business - 220 hours per month - 10 hours during Trading hours 4. 12/31/2022 - CAG FJD INC - Owner - Investment Related -446 Glendale Dr. Metairie LA - Entity to receive Advisory Revenue and Pay expenses - 5 hours per month - 1 hour during Trading hours - I am paid a salary from the entity and then distributions if any by years end
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-13 |
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