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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-11 |
Branch Locations
114 Rue Colette, Thibodaux, LA 70301 • United States
14600 Branch St., Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Douglas White Catholic High School | Thibodaux | LA | 08/2013 | 05/2018 |
| Millsaps College | Jackson | MS | 08/2018 | 05/2020 |
| Nicholls State University | Thibodaux | LA | 08/2020 | 05/2022 |
| Parish Wealth Partners | Thibodaux | LA | 10/2021 | Present |
| Parish Wealth Partners | Thibodaux | LA | 01/2023 | Present |
| Cwm, Llc | Omaha | NE | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-16 |
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