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Jake Peltier

Mdrn Capital

Annapolis, MD

Metairie, LA

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Current Employers
Mdrn Capital

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-19
  • LA RA
    APPROVED
    Since 2024-12-19

Branch Locations

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States

Metairie, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New Orleans LA 04/2020 11/2024
Fastenal Company Laplace LA 06/2014 10/2020
Nylife Securities New Orleans LA 12/2020 11/2024
Eagle Strategies Llc New Orleans LA 08/2022 11/2024
Mdrn Capital, Llc Metairie LA 11/2024 Present
  • 04/2020 → 11/2024
    New York Life Insurance Company
    New Orleans, LA
  • 06/2014 → 10/2020
    Fastenal Company
    Laplace, LA
  • 12/2020 → 11/2024
    Nylife Securities
    New Orleans, LA
  • 08/2022 → 11/2024
    New Orleans, LA
  • 11/2024 → Present
    Mdrn Capital, Llc
    Metairie, LA
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Metairie, LA, 70003; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-20
S63 Uniform Securities Agent State Law Examination 2022-01-11
  • S66 Uniform Combined State Law Examination
    2022-08-20
  • S63 Uniform Securities Agent State Law Examination
    2022-01-11

View on SEC IAPD

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