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Lesley Paul Harleaux

Pelican Investment Advisors, LLC

Baton Rouge, LA

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Current Employers
Pelican Investment Advisors, Llc

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-10-14
  • LA RA
    APPROVED
    Since 2021-10-14

Branch Locations

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2012 → 08/2017
    Quest Capital Strategies, Inc.
    Lake Forest, CA
  • 01/2010 → Present
    Incisive Holdings Llc
    Denham Springs, LA
  • 11/2011 → 08/2017
    Transamerica Agency Network
    Denham Springs, LA
  • 07/2017 → 08/2018
    American United Life
    Baton Rouge, LA
  • 08/2017 → 08/2018
    Oneamerica Securities
    Baton Rouge, LA
  • 07/2017 → Present
    Elite Advisory Group, Llc
    Denham Springs, LA
  • 08/2017 → 12/2019
    Cetera Advisors
    Denver, CO
  • 01/2020 → 09/2021
    First Heartland Capital Inc
    Lake St Louis, MO
  • 10/2021 → Present
    Pelican Investment Advisors
    Baton Rouge, LA
  • 10/2021 → 12/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2011-11-02 → 2012-05-02
    Baton Rouge, LA
    Baton Rouge, LA
    Coppell, TX
    Baton Rouge, LA
    Metairie, LA
    Metairie, LA
    Baton Rouge, LA
Other Businesses

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

Other Names
  • Lesley Paul Harleaux Jr
  • Lesley Paul Harleaux
  • Lesley Paul Harleaux

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