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1830 Monroe St, Mandeville, LA 70448 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louisiana School For The Visually Impaired | Lafayette | LA | 10/2018 | 05/2019 |
| Student | Mandeville | LA | 09/2011 | 08/2018 |
| Ul Lafayette | Baton Rouge | LA | 08/2019 | 05/2021 |
| Toce Financial Group | Lafayette | LA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
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