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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
3815 Macarthur Blvd Suite 201, New Orleans, LA 70114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | New Orleans | LA | 08/2011 | 11/2019 |
| Mml Investors Services Llc | Metairie | LA | 08/2011 | 11/2019 |
| Osaic Wealth, Inc. | New Orleans | LA | 11/2019 | Present |
| New Century Financial Group | New Orleans | LA | 11/2019 | Present |
1. President - McKendall Estates Home owners Association 2. ANGEL WEALTH STRATEGIES POSITION: FINANCIAL PLANNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2019 ADDRESS: 3815 MacArthur Blvd., New Orleans LA 70114, United States DESCRIPTION: Financial Planning and insurance sales (Life, DI, and LTC). 3. AUDUBON COMMISSION POSITION: Cimmissioner NATURE: Audubon Nature Institute Non-profit which consist of the Zoo, Aquarium, Park and Riverview, Butterfly Garden and Insectarium, and Louisiana Nature Center INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2020 ADDRESS: 6500 MAGAZINE ST, NEW ORLEANS LA 70118, United States DESCRIPTION: Oversee the operations and facilities are being managed properly from both a logistics and financial standpoint. Vote on the improvements of the organization.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-12-20 |
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