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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-29 |
| TX | RA | APPROVED_RES | 2024-01-22 |
| MS | RA | APPROVED | 2023-08-14 |
Branch Locations
430 E Commerce St, Hernando, MS 38632 • United States
253 Goodman Rd W, Southaven, MS 38671 • United States
1035 W Poplar Ave, Collierville, TN 38017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | Metairie | LA | 06/2019 | 12/2020 |
| Minnesota Life Insurance Co | St Paul | MN | 06/2019 | 12/2020 |
| Compass Capital Management | Metairie | LA | 06/2019 | 12/2020 |
| Preservation Plus Llc | Harahan | LA | 09/2021 | 02/2022 |
| Pelican Club/River Roads Food Co | New Orleans | LA | 07/2017 | 02/2018 |
| Kingfish Kitchen And Cocktails | New Orleans | LA | 08/2016 | 10/2017 |
| Tiki Tolteca / Felipes Operations Llc | New Orleans | LA | 06/2016 | 10/2016 |
| Astor Crowne Plaza / Merritt Hospitality, Llc | New Orleans | LA | 05/2019 | 08/2019 |
| Pelican Club/River Roads Food Co | New Orleans | LA | 08/2019 | 02/2020 |
| Hancock Whitney Bank | Covington | LA | 12/2020 | 09/2021 |
| Hancock Whitney Investment Services Inc. | Covington | LA | 12/2020 | 09/2021 |
| Hancock Whitney Investment Services Inc. | Covington | LA | 02/2022 | 08/2022 |
| Hancock Whitney Bank | Covington | LA | 02/2022 | 06/2023 |
| Cetera Investment Services Llc | Covington | LA | 08/2022 | 06/2023 |
| Cetera Investment Advisers Llc | Covington | LA | 08/2022 | 06/2023 |
| Doordash | Mandeville | LA | 04/2023 | 06/2023 |
| Preservation Plus Llc | Harahan | LA | 02/2018 | 05/2019 |
| Marriott International Incorporated | New Orleans | LA | 02/2018 | 11/2018 |
| Jpmorgan Chase Bank, N.A. | Southaven | MS | 08/2023 | Present |
| J.P. Morgan Securities Llc | Southaven | MS | 08/2023 | Present |
| Unemployed | Holly Springs | MS | 07/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-28 |
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