Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-19
MN RA APPROVED 2024-01-19
NJ RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • LA RA
    APPROVED
    Since 2024-01-19
  • MN RA
    APPROVED
    Since 2024-01-19
  • NJ RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

1665 S.W. Railroad Ave Suite 10, Hammond, LA 70403 • United States

422 Harrison Ave., New Orleans, LA 70124 • United States

3535 S. Sherwood Forest Blvd Suite 201, Baton Rouge, LA 70816 • United States

534 E. Boston St., Covington, LA 70433 • United States

1818 Ave Of America, Monroe, LA 71201 • United States

1019 W Judge Perez Dr. Suite B, Chalmette, LA 70043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pilot Music Metairie LA 05/1992 Present
Capital One, N.A. Monroe LA 01/2005 07/2018
Capital One Investments, Llc New Orleans LA 01/2005 07/2018
Capital One Investment Services Corporation Monroe LA 05/2008 07/2018
Capital One Sharebuilder, Inc. New Orleans LA 01/2015 07/2018
Sharebuilder 401K Seattle WA 01/2015 07/2018
Woodbury Financial Services, Inc. Chalmette LA 07/2018 01/2024
Osaic Wealth, Inc. Baton Rouge LA 01/2024 Present
  • 05/1992 → Present
    Pilot Music
    Metairie, LA
  • 01/2005 → 07/2018
    Capital One, N.A.
    Monroe, LA
  • 01/2005 → 07/2018
    Capital One Investments, Llc
    New Orleans, LA
  • 05/2008 → 07/2018
    Capital One Investment Services Corporation
    Monroe, LA
  • 01/2015 → 07/2018
    Capital One Sharebuilder, Inc.
    New Orleans, LA
  • 01/2015 → 07/2018
    Sharebuilder 401K
    Seattle, WA
  • 07/2018 → 01/2024
    Woodbury Financial Services, Inc.
    Chalmette, LA
  • 01/2024 → Present
    Baton Rouge, LA
Previous Registrations
  • 2018-07-11 → 2024-01-19
    Woodbury Financial Services, Inc.
    Monroe, LA
    Hammond, LA
    Baton Rouge, LA
    New Orleans, LA
    New Orleans, LA
    Chalmette, LA
    Hammond, LA
    Covington, LA
    Hammond, LA
  • 2015-01-28 → 2018-07-11
    Capital One Advisors, Llc
    Seattle, WA
    New Orleans, LA
    Mclean, VA
  • 2008-07-02 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
    Melville, NY
    Monroe, LA
  • 2006-06-02 → 2008-08-13
    Capital One Investments, Llc
    New Orleans, LA
    Metairie, LA
    Monroe, LA
    Metairie, LA
Other Businesses

1) SELF EMPLOYED MUSICIAN; OWNER; 207 COUNTRY CLUB RD. MONROE LA 71201; MUSIC-LIVE ENTERTAINMENT; NOT INVESTMENT RELATED; 12 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; START DATE 01-15-92; COMPENSATION IS NOT RECEIVED. 2) RENTAL PROPERTIES; OWNER; 207 COUNTRY CLUB RD. MONROE LA 71201; RENTAL PROPERTIES; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; START DATE 09-25-11; COMPENSATION IS RECEIVED. 3) SAVED & VICTORIOUS EACH DAY "SAVED"; SECRETARY & FOUNDER; 342 DESIARD ST. MONROE, LA 71201; FUNDRAISER FOR CHRISTIAN CHURCHES; NOT INVESTMENT RELATED; 8 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; START DATE 04-19-12; COMPENSATION IS NOT RECEIVED. 4) BEZOU FINANCIAL PLANNING GROUP, LLC POSITION: Owner NATURE: LLC that hires employees to facilitate the activities I and advisers on my team do for Woodbury clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/28/2018 ADDRESS: 6251 West End Blvd, New Orleans LA 70124, United States DESCRIPTION: Financial Advisor 5) SINGER / SONG WRITER POSITION: Singer/Performer NATURE: Paid my way through college as a singer, so fund raisers and other event coordinators occasionally ask me to entertain the audience. I do it for no pay though I am offered pay. Occasionally I help someone write a song as well. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/06/1992 ADDRESS: 6938 Canal Blvd, New Orleans LA 70124, United States DESCRIPTION: Sing/perform occasionally for events and fundraisers. Record and write songs for inspiration to others. 6) JASON BEZOU POSITION: owner NATURE: Rent real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2001 ADDRESS: 84 Oriole, New Orleans LA 70124, United States DESCRIPTION: Own and rent real estate. 7) SAVED AND VICTORIOUS EACH DAY POSITION: Secretary NATURE: 501c3 Nonprofit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2012 ADDRESS: 6938 Canal Blvd, New Orleans LA 70124, United States DESCRIPTION: wrote a book and CD that I used to sell to raise money for disaster relief missions. Now I just give them away for inspiration. 8) BAZOOM POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2019 ADDRESS: 6938 Canal Blvd, New Orleans LA 70124, United States DESCRIPTION: Write and record songs for my wife and daughters for my daughters to play and sing.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-27
  • S66 Uniform Combined State Law Examination
    2003-05-27
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hammond, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor