Lance Michael Malter

Current Employers

Employment History

• 01/2014 → 08/2017
  Unemployed
  New Orleans, LA
• 08/2017 → 11/2020
  Louisiana State University
  Baton Rouge, LA
• 11/2020 → 07/2024
  Deloitte & Touche, Llp
  New Orleans, LA
• 07/2024 → Present
  Gregroy Ricks & Associates, Inc. Dba Gregory Ricks Total Wealth
  Metairie, LA
• 09/2024 → Present
  Ae Wealth Management Llc
  Topeka, KS

Other Businesses

1.)Gaffney & Gaffney; non-investment; 3015 19th St., Metairie, LA 70002; Disaster Recovery Consulting; Disaster Recovery Consultant; independent contractor; 9/24; Approx. 20-35 hours/month; Approx. 00 hours during trading hours; Analyze applicant expenses and their FEMA project worksheets to help expedite the closeout of their outstanding projects. 2.)GREGORY RICKS & ASSOCIATES, INC DBA GREGORY RICKS TOTAL WEALTH; YES: INVESTMENT RELATED; 2800 VETERANS MEMORIAL BLVD, STE 170 METAIRIE, LA; INSURANCE SALES & SERVICES; WEALTH ADVISOR; 08/2025; APPROX 160 HRS/MO; APPROX 120 HRS/MO DURING SECURITY TRADING. INSURANCE SALES & SERVICES 3.)Wealth.com; Investment Related: No, ;2800 VETERANS MEMORIAL BLVD., Ste 170, Metairie LA 70002;Estate planning document services; Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 5, Hours during trading: 5. ; Making clients aware that they can set up their wills/trusts/estate docs through Wealth.com 4.) AFEA; INVESTMENT RELATED: No 349 Copperfield Blvd NE, Ste-L #106, Concord NC 28025; Educational; NUMBER OF HOURS: State Date: 2/2/26; 2 SECURITIES TRADING HOURS: Presenter

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-22