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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| LA | RA | APPROVED | 2021-01-06 |
Branch Locations
2100Saint Charles Avenue, New Orleans, LA 70130 • United States
4609 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Olivier Group Llc | Baton Rouge | LA | 06/2016 | Present |
| Lpl Financial, Llc | Baton Rouge | LA | 03/2015 | 03/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2019 | Present |
| Turo Inc | Phoenix | AZ | 05/2020 | Present |
| Nola Motorsport | Avondale | LA | 07/2020 | 01/2022 |
| Carson Wealth Managment Llc | Baton Rouge | LA | 08/2021 | Present |
(1) NAME OF OTHER BUSINESS: THE OLIVIER GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ASSISTING ADVISORS WITH RESEARCH, REPORTING, AND DAILY OPERATIONS OF FINANCIAL SERVICES BUSINESS START DATE: 3/2015 POSITION/TITLE/RELATIONSHIP: DIRECTOR OF BUSINESS DEVELOPMENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ASSISTING ADVISORS WITH RESEARCH, REPORTING, AND DAILY OPERATIONS OF FINANCIAL SERVICES BUSINESS (2) NAME OF OTHER BUSINESS: TURO INC; INVESTMENT RELATED: NO; ADDRESS: 2390 E CAMELBACK ROAD STE 300 PHOENIX AZ 85016; NATURE OF BUSINESS: CAR RENTAL SERVICE; START DATE: 5/2020; POSITION/TITLE/RELATIONSHIP: HOST PROVIDER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: RENTAL OF PERSONAL VEHICLE TO TOURIST AND PEOPLE; (3) NAME OF OTHER BUSINESS: CARSON WEALTH MANAGEMENT LLC - CRD#155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 08/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT
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