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610 City Park Avenue, New Orleans, LA 70119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-04-06 |
| TX | RA | APPROVED_RES | 2024-03-04 |
| LA | RA | APPROVED | 2019-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Physicians Resource Group | New Orleans | LA | 12/2003 | Present |
| Montz Harcus Wealth Management | New Orleans | LA | 11/2019 | Present |
| Ameritas Investment Corp | Lincoln | NE | 09/2014 | 06/2019 |
*PHYSICIANS RESOURCE GROUP; SAME AS BRANCH; INV REL; TAX PREPARATION & INSURANCE SALES; OFFICE MANAGER; START DATE = 12/2003; HRS/MONTH = 200; TRADING HRS/MO = 160; ASSISTING CLIENTS WITH POLICY HOLDER SERVICES, NEW LIFE/DI BUSINESS SERVICES, AND TAX PREPARATION FOR PHYSICIANS RESOURCE GROUP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-18 |
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