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Lorenzo Charles Treadway

Pelican Wealth Management

Monroe, LA

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Current Employers
Pelican Wealth Management

3001 Armand Street Suite L, Monroe, LA 71201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-11-28
LA RA APPROVED 2017-08-28
  • TX RA
    APPROVED_RES
    Since 2017-11-28
  • LA RA
    APPROVED
    Since 2017-08-28

Branch Locations

3001 Armand Street Suite L, Monroe, LA 71201 • 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
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
Previous Registrations
  • 2014-01-31 → 2017-08-15
    Monroe, LA
    Richardson, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Monroe, LA
    Monroe, LA
    West Monroe, LA
    Monroe, LA
    Monroe, LA
    Monroe, LA
    Monroe, LA
    Monroe, LA
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-30
  • S66 Uniform Combined State Law Examination
    2014-01-30

View on SEC IAPD

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