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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-15 |
| CA | RA | APPROVED | 2021-08-17 |
| LA | RA | APPROVED | 2019-08-09 |
Branch Locations
184 West Main Street, Thibodaux, LA 70301 • United States
573 Grand Caillou Road, Houma, LA 70363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terrebonne Parish School Board | Houma | LA | 08/2009 | 05/2019 |
| Advisory Services Network, Llc | Thibodaux | LA | 07/2018 | 05/2019 |
| J.P. Morgan Securities Llc | Thibodaux | LA | 05/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Thibodaux | LA | 05/2019 | Present |
| Piper Wealth Management | St. Francisville | LA | 02/2017 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-18 |
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