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10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-10-14 |
Branch Locations
10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Capital Strategies, Inc. | Lake Forest | CA | 05/2012 | 08/2017 |
| Incisive Holdings Llc | Denham Springs | LA | 01/2010 | Present |
| Transamerica Agency Network | Denham Springs | LA | 11/2011 | 08/2017 |
| American United Life | Baton Rouge | LA | 07/2017 | 08/2018 |
| Oneamerica Securities | Baton Rouge | LA | 08/2017 | 08/2018 |
| Elite Advisory Group, Llc | Denham Springs | LA | 07/2017 | Present |
| Cetera Advisors | Denver | CO | 08/2017 | 12/2019 |
| First Heartland Capital Inc | Lake St Louis | MO | 01/2020 | 09/2021 |
| Pelican Investment Advisors | Baton Rouge | LA | 10/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | 12/2022 |
1) Pelican Investment Advisors 2. Investment Related 3. 4750 Sherwood Common Blvd Suite 200 Baton Rouge, LA 70816 4. RIA 5. IAR 6. 10/2021 7. 40 hrs/mo 8. 8. 40 hrs/mo during trading hrs 9. RIA 2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 06/2017, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE. 3) Elite Advisory Group, LLC d/b/a Elite Financial Group 2. Investment related 3. 4750 Sherwood Common Suite 200, Baton Rouge, LA 70817 4. Offers fixed and investment related services 5. Owner 6. 07/2017 7. 40 hrs/mo 8. 40 hrs during trading 9. Elite Advisory Group will offer fixed products and investments. Elite Financial Group is just a registered trade name for marketing, Elite Advisory Group is doing business as Elite Financial Group. 4) 1. Incisive holdings 2. Not investment related 3. 36324 Braud Rd., Prarieville, LA 70769 4. Residential Rental Property 5. Owner 6. 01/2010 7. 3 hrs/mo 8. 3 hrs during trading 9. Owner of residential rental properties
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