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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| LA | RA | APPROVED | 2019-06-17 |
Branch Locations
3417 Veterans Memorial Blvd, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gulf Point Advisors | New Orleans | LA | 01/2017 | 07/2018 |
| Resource Management, Llc | Metairie | LA | 10/2016 | 12/2016 |
| Unemployed | New Orleans | LA | 06/2016 | 09/2016 |
| Lpl Financial | New Orleans | LA | 08/2018 | 06/2019 |
| Gwm Advisors, Llc | New Orleans | LA | 01/2018 | 03/2019 |
| Charles Schwab & Co., Inc. | Metairie | LA | 06/2019 | Present |
| Charles Schwab Bank | New Orleans | LA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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