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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-19 |
Branch Locations
3500 N Causeway Blvd. Ste 120, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Advisors, Llc | Metairie | LA | 03/2016 | 07/2018 |
| Capital One Investing, Llc | Metairie | LA | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | Metairie | LA | 07/2018 | Present |
| Woodbury Financial Services, Inc. | Metairie | LA | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Metairie | LA | 01/2024 | Present |
1. PRESERVATION WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Support staff for John Robinson who is managing Rep for Preservation Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/12/2018 ADDRESS: 3500 N. Causeway Blvd, Suite 120, Metairie LA 70002, United States DESCRIPTION: Support staff for John Robinson. Appointment preparation, scheduling of appointments and post appointment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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