Best Investors
Account
Sign in
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-05-18 |
Branch Locations
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Baton Rouge | LA | 06/2014 | 05/2017 |
| Financial Benefits Inc. | Baton Rouge | LA | 03/2015 | 05/2017 |
| Financial Planning Association | Baton Rouge | LA | 03/2014 | 05/2017 |
| Shobe & Assoicates, Inc. | Baton Rouge | LA | 05/2014 | 05/2017 |
| Bite & Boze | Baton Rouge | LA | 06/2017 | 10/2017 |
| Faubourg Private Wealth | Metairie | LA | 12/2017 | Present |
| Lpl Financial, Llc | Metairie | LA | 12/2017 | 11/2020 |
| Level Four Advisory Servbices | Plano | TX | 01/2018 | 08/2018 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Metairie | LA | 08/2018 | 05/2023 |
| Lpl Financial Llc | Metairie | LA | 11/2022 | Present |
| Second Line Capital, Llc | Metairie | LA | 05/2023 | Present |
1) 11/22/2022 - FAUBOURG PRIVATE WEALTH - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 12/1/2017 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through FAUBOURG PRIVATE WEALTH, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 11/22/2022 - ADVISOR RESOURCE COUNCIL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 8/1/2018 - 160 Hours Per Month/ 80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 04/14/2023 - FAUBOURG PRIVATE WEALTH LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 02/14/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading 4) 05/31/2023 - Second Line Capital, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 5/18/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through Second Line Capital, LLC, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 09/15/2023 - Real Estate Rental - Commercial Property - Investment Related - Covington, LA - Start Date 07/14/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
Reach out to this advisor