Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2024 | Present |
| Hancock Whitney Bank | New Orleans | LA | 06/1996 | Present |
| Cetera Investment Advisers Llc | New Orleans | LA | 07/2025 | Present |
1.) MANAGE PRIVATE WEALTH TEAMS AT HANCOCK WHITNEY BANK. 2.) REGIONAL WEALTH MANAGER AT HANCOCK WHITNEY; SUPERVISE ACTIVITIES OF PRIVATE WEALTH MANAGEMENT TEAM; ESTABLISH SALES GOALS FOR TEAM; ESTABLISH FINANCIAL CONTROLS; MAINTAIN CORPORATE STANDARDS; REPORTS FINANCIAL DATA; MEETS WITH WEALTH MANGEMENT CLIENTS. 3.) TREASURER AND CHAIR OF FINANCE COMMITTE FOR TRINITY EPISCOPAL CHURCH OF NEW ORLEANS; LEAD FINANCE COMMITTEE AND MONITOR THE CHURCH'S FINANCIAL HEALTH AND ENSURING COMPLIANCE WITH CHURCH AND LEGAL STANDARDS. 4.) BOARDMEMBER AT MANNING FAMILY CHILDREN'S; HELPS GOVERN THE ORGANIZATION BY SETTING STRATEGIC GOALS, OVERSEEING FINANCIAL HEALTH; 2 HRS/WK. 5.) MEMBER OF GRANTS COMIMTTEE AT BAPTIST COMMUNITY MINISTRIES; ASSISTS WITH RECOMMENDING NON-PROFIT GRANT RECIPIENTS; 2 HRS/WK. 6.) ADVISORY BOARDMEMBER OF HANCOCK WHITENY'S LP INVESTMETN IN FUND II; REVIEW QUARTERLY REPORTATING PACKAGES AND ATTEND QUARTERLY MEETINGS, MONITOR PERFORMANCE OF FUND II'S UNDERLYING INVESTMENTS IN CLOSELY HELD COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
Reach out to this advisor