Inactive

Morell S Crane

Montz Harcus Wealth Management

New Orleans, LA

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Current Employers

Montz Harcus Wealth Management

610 City Park Avenue, New Orleans, LA 70119 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-03-04
LA	RA	APPROVED	2020-10-14

TX RA
APPROVED_RES

Since 2024-03-04
LA RA
APPROVED

Since 2020-10-14

Branch Locations

610 City Park Avenue, New Orleans, LA 70119 • 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

Organization	City	State	From	To
Morgan Stanley	Washington	DC	06/2014	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New Orleans	LA	03/2018	10/2020
Bank Of America, N.A.	New Orleans	LA	04/2018	10/2020
Montz Harcus Wealth Management	New Orleans	LA	10/2020	Present

06/2014 → 03/2018

Morgan Stanley

Washington, DC
03/2018 → 10/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Orleans, LA
04/2018 → 10/2020

Bank Of America, N.A.

New Orleans, LA
10/2020 → Present

Montz Harcus Wealth Management

New Orleans, LA

Previous Registrations

2018-04-04 → 2020-10-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Orleans, LA
2016-10-13 → 2018-03-05

Morgan Stanley

New Orleans, LA

Washington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-13

S66 Uniform Combined State Law Examination

2016-10-13

Other Names

Morell S Crane Iii
Morell Spencer Crane
Morell Crane
Morell S Crane

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.

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ARKADIOS WEALTH ADVISORS

ADG WEALTH MANAGEMENT GROUP, LLC

WEALTHHARBOR CAPITAL GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ

JOSEPH CHARLES MONTZ

Bennett Lyle Duffy

ALEXANDER BRUCE HARCUS

Mary Elizabeth Brown

RONALD H. DAWSON, JR.

Jessica Leigh Marasco

Other Offices

BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA

EDWARD JONES · NEW ORLEANS, LA

LPL FINANCIAL LLC · NEW ORLEANS, LA

STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA

STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA

LPL FINANCIAL LLC · NEW ORLEANS, LA

CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

EDWARD JONES · NEW ORLEANS, LA

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