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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-24 |
Branch Locations
One Galleria Blvd. Suite 735 , Metaire, LA 70001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc., | Metairie | LA | 04/2020 | 08/2020 |
| Louisiana State University | Baton Rouge | LA | 08/2019 | 05/2023 |
| St. Martins Episcopal School | Metairie | LA | 08/2014 | 05/2019 |
| Texas Capital Bank | Dallas | TX | 08/2023 | 04/2026 |
| Tcbi Securities, Inc. | Dallas | TX | 08/2023 | 04/2026 |
| Raymond James Financial Services Inc. | Metairie | LA | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Metairie | LA | 06/2026 | Present |
| Tcbi Securities, Inc. | Dallas | TX | 05/2022 | 08/2022 |
(1)Name of Business: M Wealth Advisors Address: 1 Galleria Blvd Ste 735, Metairie , LA, 70001, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered representative\n
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-04 |
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