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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-27 |
| LA | RA | APPROVED | 2023-02-23 |
Branch Locations
525 Florida Ave Sw, Denham Springs, LA 70726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual South | Baton Rouge | LA | 07/2019 | 12/2019 |
| Acacia Financial Group | Metairie | LA | 10/2018 | 04/2019 |
| Magnolia Wealth Strategies | Baton Rouge | LA | 03/2018 | 01/2019 |
| Us Health Advisors | Baton Rouge | LA | 01/2018 | 03/2018 |
| Peak Performance Physical Therapy | Baton Rouge | LA | 12/2013 | 03/2018 |
| Advantage Solutions | Covington | LA | 09/2019 | 12/2019 |
| Valic Financial Advisors, Inc. | Baton Rouge | LA | 01/2019 | 02/2023 |
| Agia | Houston | TX | 12/2022 | 02/2023 |
| Hancock Whitney Bank | Denham Springs | LA | 02/2023 | Present |
| Cetera Investment Advisers Llc | Denham Springs | LA | 02/2023 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
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