Best Investors Account Sign in
Current Employers
Graham, Bordelon, Golson & Gilbert, Inc.

2401 Tower Drive, Monroe, LA 71201 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2007-02-27
  • LA RA
    APPROVED
    Since 2007-02-27

Branch Locations

2401 Tower Drive, Monroe, LA 71201 • 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
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
  • 06/1999 → Present
    Graham, Bordelon & Co.
    Monroe, LA
  • 10/2001 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Monroe, LA
Previous Registrations
  • 2011-06-16 → 2025-03-21
    Entrust Investment Management Llc
    Monroe, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-28
  • S66 Uniform Combined State Law Examination
    2016-07-28
Other Names
  • Michael B. Gilbert
  • Michael Bruce Gilbert

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Monroe, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor