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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-30 |
| NJ | RA | APPROVED | 2025-06-23 |
Branch Locations
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 12/2016 | 10/2019 |
| Vanguard Marketing Corporation | Houston | TX | 06/2012 | 12/2016 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 10/2019 | 08/2020 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 10/2019 | Present |
| Elco Of Acadiana Llc | Lafayette | LA | 01/2015 | Present |
| Aj Watercare & Salt Llc | Rayne | LA | 10/2011 | Present |
| Lamay Group, Llc | Livonia | LA | 08/2015 | Present |
| Total Erosion Control & Landscaping, Llc | Lafayette | LA | 08/2015 | Present |
| Estate Of Catherine Monceaux | Lafayette | LA | 10/2015 | 12/2018 |
| Cathedral-Carmel School Foundation | Lafayette | LA | 05/2018 | Present |
| Monceaux Family, Llc | Crowley | LA | 02/2015 | Present |
| Delaware Distributor, L.P. | Philadelphia | PA | 05/2021 | Present |
| Macquarie Investment Management | Philadelphia | PA | 05/2021 | Present |
| Blackrock | Baton Rouge | LA | 06/2025 | Present |
| Blackrock Investments, Llc | Baton Rouge | LA | 06/2025 | Present |
(1) -- TOTAL Erosion Control & Landscaping, LLC; Holding company for LaMay Group, LLC; Start Date: 08-14-2015 (2) -- LaMay Group, LLC; Construction: Erosion Control, Hydro Seeding, Fencing, dirt work, grubbing, pump rentals, lawn maintenance; Start Date: 08-14-2015 (3) -- Monceaux, LLC; Ownership is 60% ELCO of Acadiana, llc (owned by my spouse and me, 50/50). 40% my family; 60 Acre rice and crawfish farm; 5 lots on Toledo bend lake; Start Date: 06-10-2025 (4) -- Cathedral-Carmel Foundation; Board Member / Director; Board for Cathedral-Carmel School Foundation; 1 hrs/month; Start Date:06-10-2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-29 |
| S66 | Uniform Combined State Law Examination | 1998-04-20 |
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