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1515 Calliope St., Suite 102, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-01 |
| LA | RA | APPROVED | 2022-08-30 |
Branch Locations
1515 Calliope St., Suite 102, New Orleans, LA 70130 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New Orleans | LA | 10/2012 | 11/2019 |
| Tise Properties Llc | New Orleans | LA | 11/2013 | Present |
| Ameriprise Financial Services, Inc. | Metairie | LA | 12/2019 | 04/2021 |
| Mutual Advisors, Llc. | Casper | WY | 07/2021 | 12/2021 |
| Synergist Private Wealth Llc | New Orleans | LA | 08/2022 | Present |
| Gibbs Wealth Management, Llc | Miami | FL | 09/2024 | Present |
1. Tise Properties, LLC., Start Date: 03/01/2013, 1515 Calliope St., LLC, Real Estate owning, developing and renting, Owner, Manage, rent, hire people to repair it, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours. 2. Independent Insurance Agent, Start Date: 04/10/2021, 1515 Calliope St., New Orleans, LA 70130, Sole Proprietor, Insurance Agent, Owner/Insurance Agent, Owner/Agent-Sell Fixed Indexed Annity and Life Insurance, Not Investment Related, 40 Hours per month, 2 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-19 |
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