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4500 I-55 North, Suite 263, Jackson, MS 39211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-11 |
| LA | RA | APPROVED | 2025-06-02 |
| AL | RA | APPROVED | 2025-05-20 |
| MS | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
One Canal Place 365 Canal Street Suite 1190, New Orleans, LA 70130 • United States
4500 I-55 North, Suite 263, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthview Capital, Llc | New Orleans | LA | 11/2021 | Present |
| Pan - American Life Insurance Group | New Orleans | LA | 09/2018 | 10/2021 |
| Unemployed | New Orleans | LA | 05/2018 | 08/2018 |
| Browngreer Plc | Richmond | VA | 09/2010 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
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