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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-01-24 |
Branch Locations
5432 Provine Place, Alexandria, LA 71303 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louisiana State University At Alexandria | Alexandria | LA | 08/2013 | 05/2020 |
| Oestriecher Financial Management Services | Alexandria | LA | 04/2020 | 10/2020 |
| Lpl Financial | Alexandria | LA | 10/2020 | 11/2021 |
| Ifp Securities, Llc | Tampa | FL | 01/2022 | Present |
| Independent Financial Partners | Tampa | FL | 01/2022 | Present |
| Wellspring Advisor Group | Alexandria | LA | 11/2021 | Present |
Wellspring Advisor Group - Investment Related - 3600 Jackson St. Suite 106 Alexandria, LA 71303 - Financial Analyst - 11/2021 - 160 hours/month - 8 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-10 |
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