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3001 Armand Street Suite L, Monroe, LA 71201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-11-28 |
| LA | RA | APPROVED | 2017-08-28 |
Branch Locations
3001 Armand Street Suite L, Monroe, LA 71201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Monroe | LA | 10/2011 | 08/2017 |
| J.P. Morgan Securities Llc | Monroe | LA | 10/2012 | 08/2017 |
| Pelican Wealth Management | Monroe | LA | 08/2017 | Present |
| Pelican Wealth Tax Advisors | Monroe | LA | 02/2026 | Present |
(1.) Pelican Wealth Tax Advisors, February 16, 2026 - 3001 Armand Street Suite L Monroe, LA 71201; business focuses on tax planning, preparation and assistance with audits, collections and appeals; approximately five hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
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