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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-20 |
Branch Locations
110 Veterans Memorial Blvd. Suite 400, Metairie, LA 70005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Equities, Inc. | Mandeville | LA | 01/2005 | 11/2022 |
| Stancorp Investment Advisers, Inc. | Mandeville | LA | 06/2006 | 11/2022 |
| Raymond James Financial Services, Inc. | Metairie | LA | 07/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Metairie | LA | 07/2023 | Present |
| Unemployed | Metairie | LA | 11/2022 | 07/2023 |
| Not Provided | New Orleans | LA | 08/2014 | Present |
(1)Name of Business: Charles Genois & Co., LLC/Impera Wealth Management LLC Address: 110 Veterans Mem Blvd, Metairie, LA, 70005-4901, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/05/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: New business prospecting and ongoing maintenance of existing customers (2)Name of Business: JDC Holdings LLC Address: 2861 Hyman Place, New Orleans, LA, 70131, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/16/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-28 |
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