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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-08 |
| LA | RA | APPROVED | 2021-09-27 |
Branch Locations
1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mandeville | LA | 01/2016 | 10/2017 |
| Standard Investment Advisors | Mandeville | LA | 08/2015 | 10/2017 |
| Iberia Bank | Metairie | LA | 10/2017 | 01/2021 |
| First Horizon Advisors | Metairie | LA | 01/2021 | 09/2021 |
| Morgan Stanley Smith Barney Llc | New Orleans | LA | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-08 |
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