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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED_RES | 2024-11-20 |
Branch Locations
201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Baton Rouge | LA | 08/2015 | 11/2024 |
| Bankers Life Securities | Baton Rouge | LA | 03/2019 | 11/2024 |
| Bankers Life Advisory Services | Baton Rouge | LA | 08/2020 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | New Orleans | LA | 11/2024 | Present |
| J.P. Morgan Securities Llc | New Orleans | LA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-27 |
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