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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-12-05 |
| TX | RA | APPROVED | 2022-12-05 |
Branch Locations
451 Florida St Floor 6, Suite 625, Baton Rouge, LA 70801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tulane University | New Orleans | LA | 08/2015 | 05/2019 |
| Wealth Solutions, Llc | Laplace | LA | 06/2018 | 08/2018 |
| Wealth Solutions, Llc | Prairieville | LA | 06/2018 | 11/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2020 | 11/2022 |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2021 | 11/2022 |
| Tulane University | New Orleans | LA | 12/2017 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Baton Rouge | LA | 11/2022 | Present |
| J.P. Morgan Securities Llc | Baton Rouge | LA | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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