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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| LA | RA | APPROVED | 2024-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marrero Wealth Management | Baton Rouge | LA | 06/2021 | 09/2022 |
| Concourse Financial Group Securities Inc | Baton Rouge | LA | 05/2021 | 10/2021 |
| Concourse Financial Group Securities Inc | Baton Rouge | LA | 10/2021 | 09/2022 |
| Knights Of Columbus Insurance | Gonzales | LA | 10/2019 | 05/2021 |
| Unemployed | Baton Rouge | LA | 03/2019 | 09/2019 |
| Onemain Financial | Gonzales | LA | 12/2018 | 01/2019 |
| Mercedes Benz | Baton Rouge | LA | 05/2018 | 10/2018 |
| Aflac | Lake Oswego | OR | 04/2017 | 04/2018 |
| Unemployed | Portland | OR | 06/2016 | 03/2017 |
| Concourse Financial Group Securities Inc | Baton Rouge | LA | 08/2022 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baton Rouge | LA | 12/2022 | 08/2024 |
| Treppendahl Landscape | Baton Rouge | LA | 04/2019 | 09/2019 |
| Bank Of America N.A. | Baton Rouge | LA | 04/2023 | 08/2024 |
| Regions Bank | Baton Rouge | LA | 08/2024 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | Present |
| Cetera Investment Advisers Llc | Baton Rouge | LA | 08/2024 | Present |
1. BOARDMEMBER AT RACQUET CLUB; VOTING MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
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