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111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
111 Veterans Memorial Blvd. Suite 1555, Metairie, LA 70005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orleans Capital Management | Metairie | LA | 02/2004 | 08/2025 |
| Delta Financial Advisors, L.L.C. | Metairie | LA | 08/2025 | Present |
1) Stanley Ray Jr. Philanthropic and Civic Trust; Not investment-related. Metairie, LA, Position: Trustee; Start date: October 2021; Nature of business: Philanthropy. Hours worked: 2 per month. 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S66 | Uniform Combined State Law Examination | 2003-01-16 |
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