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2401 Tower Drive, Monroe, LA 71201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2011-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 03/2011 | 08/2024 |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe | LA | 03/2011 | Present |
| Osaic Wealth, Inc. | Monroe | LA | 08/2024 | Present |
1) GRAHAM, BORDELON, GOLSON & GILBERT, INC. -INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; EMPLOYEE, FINANCIAL ADVISOR; MARCH 7, 2011; 160 HR/MONTH; 6HR/DAY; COMPENSATION-SALARY; REVIEW ACCOUNTS, INVESTMENT RESEARCH, EXECUTE TRADES AND OTHER DUTIES AS ASSIGNED. 2)Graham & Bordelon Partnership -not investment related; 2401 Tower Drive, Monroe, LA 71201; insurance; rep; 3/2011; 2 hrs/month; 0 hrs during trading; review insurance policies (life insurance & LTC), needs analysis for life ins & long-term care, take & submit applications from prospective clients 3) Notary -not investment related;2401 Tower Drive, Monroe, LA 71201; provide occasional notary services to clients of our firm; notary; 3/15/2015; 1 hr/month; 0 hrs during trading; notary services 4) EXECUTOR FOR THE ESTATE OF SHARON F. SCOTT POSITION: Executor NATURE: Serving as the executor for my mother-in-law's estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/19/2024 ADDRESS: 2608 Pargoud Blvd, Monroe LA 71201 DESCRIPTION: Administration of the decedent's estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-23 |
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