Best Investors Account Sign in
Current Employers
Wealthharbor Capital Group, Llc

433 Metairie Rd Suite 500, Metairie, LA 70005 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-20
LA RA APPROVED 2026-03-04
MS RA APPROVED 2026-03-02
TX RA APPROVED 2026-03-02
  • FL RA
    APPROVED
    Since 2026-03-20
  • LA RA
    APPROVED
    Since 2026-03-04
  • MS RA
    APPROVED
    Since 2026-03-02
  • TX RA
    APPROVED
    Since 2026-03-02

Branch Locations

433 Metairie Rd Suite 500, Metairie, LA 70005 • 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
J.P. Morgan Securities Llc New Orleans LA 11/2014 03/2019
Jpmorgan Chase Bank Na New Orleans LA 11/2014 03/2019
Hancock Whitney Bank New Orleans LA 03/2019 Present
Hancock Whitney Investment Services, Inc. New Orleans LA 03/2019 08/2022
Cetera Investment Services Llc Saint Cloud MN 08/2022 Present
Cetera Investment Advisers Llc New Orleans LA 08/2022 Present
  • 11/2014 → 03/2019
    J.P. Morgan Securities Llc
    New Orleans, LA
  • 11/2014 → 03/2019
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 03/2019 → Present
    Hancock Whitney Bank
    New Orleans, LA
  • 03/2019 → 08/2022
    New Orleans, LA
  • 08/2022 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2022 → Present
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-11
S63 Uniform Securities Agent State Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2019-12-11
  • S63 Uniform Securities Agent State Law Examination
    2015-04-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Metairie, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor