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2401 Tower Drive, Monroe, LA 71201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2007-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Graham, Bordelon & Co. | Monroe | LA | 06/1999 | Present |
| Triad Advisors, Inc. | Norcross | GA | 10/2001 | 08/2024 |
| Osaic Wealth, Inc. | Monroe | LA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-28 |
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