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500 East Reynolds Drive, Ruston, LA 71270 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-26 |
| LA | RA | APPROVED | 2016-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Capital Management | Monore | LA | 02/2016 | Present |
| Argent Trust Company | Monore | LA | 07/2014 | Present |
| Argent Advisors, Inc. | Monroe | LA | 08/2016 | Present |
1) Since July 2014 has worked as a trust officer at Argent Trust Company, an investment related trust company, located at 1609 Stubbs Ave. Monroe, LA 71201. Duties include, pulling trust account for the advisor to look at and pulling a weekly cash report. Approximately 10 hours per month is devoted to this entity, 8 hours during security trading hours. 2) Since February 2016 has worked as the Chief Compliance Officer at Heritage Capital Management, an investment related RIA, located at 1609 Stubbs Ave. Monroe, LA 71201. Duties include, gathering of material for quarterly investment meeting and other compliance related tasks. Approximately 5 hours per month is devoted to this entity, 2 hours during security trading hours. 3) Independent Insurance Agent; not investment-related; started 12/2019; approximately 5 hours per month, 2 during securities trading hours.
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