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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-12-19 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
639 Loyola Advisors, Llc. Suite 2100, New Orleans, LA 70113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 07/2021 | 08/2022 |
| Bank Of America Merrill Lynch | New York | NY | 06/2019 | 08/2019 |
| Bonefish Grill | Sarasota | FL | 09/2015 | 01/2021 |
| Tulane University Office Of Study Abroad | New Orleans | LA | 08/2017 | 05/2021 |
| Credit Suisse Securities (Usa) Llc | New York | NY | 07/2020 | 08/2020 |
| Lpl Financial Llc | New Orleans | LA | 11/2022 | Present |
1) 11/2022 - Gulf Point Advisors / DBA for LPL Business (entity for LPL business) / Invest Related / New Orleans, LA 2). 12/2022 - NewEdge Advisors, LLC / DBA for Gulfpoint Advisors / Investment Related / New Orleans, LA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-13 |
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