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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
3200 Olympus Blvd Suite 100, Dallas, TX 75019 • United States
11929 Bricksome Ave, Baton Rouge, LA 70816 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 03/2011 | 02/2018 |
| Patterson State Bank | Patterson | LA | 02/2011 | 12/2018 |
| Lpl Financial Llc | Patterson | LA | 02/2018 | 12/2018 |
| Kolder, Slaven & Co., Llc | Morgan City | LA | 01/2019 | Present |
| 1St Global Capital Corp | Morgan City | LA | 01/2019 | 10/2019 |
| 1St Global Advisors Inc | Morgan City | LA | 01/2019 | 10/2019 |
| Avantax Insurance Services | Morgan City | LA | 01/2019 | 09/2025 |
| Avantax Advisory Services | Morgan City | LA | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Morgan City | LA | 10/2019 | 09/2025 |
| Kcs Wealth Advisor, Llc Dba Kore Financial Group | Morgan City | LA | 01/2019 | Present |
| Cetera Wealth Services, Llc | Baton Rouge | LA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) KCS WEALTH ADVISORS, LLC POSITION: Financial Advisor NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/16/2019 ADDRESS: 1234 David Drive, Morgan City LA 70380, United States DESCRIPTION: Suggests and render financial services to clients based on their financial situation and goals, and review with these clients on a regular bases. 2) KORE FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: Wealth Management Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2019 ADDRESS: 1201 David Drive, Morgan City LA 70380, United States DESCRIPTION: Suggests and render financial services to clients based on their financial situation and goals, and review with these clients on a regular bases. 3) KCS WEALTH ADVISOR, LLC DBA KORE FINANCIAL GROUP POSITION: Senior Financial Advisor NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2019 ADDRESS: 1201 David Drive, Morgan City LA 70380, United States DESCRIPTION: Suggests and render financial services to clients based on their financial situation and goals, and review with these clients on a regular bases.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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