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4415 Shores Drive Suite 250, Metairie, LA 70006-6804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-10 |
Branch Locations
4415 Shores Drive Suite 250, Metairie, LA 70006-6804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gulf Coast Bank And Trust | Baton Rouge | LA | 12/2023 | 08/2025 |
| First National Bankers Bank | Baton Rouge | LA | 03/2022 | 12/2023 |
| 4Th Sector Solutions | Baton Rouge | LA | 12/2020 | 12/2021 |
| Bill Clark Cpa | Baton Rouge | LA | 02/2019 | 03/2020 |
| Mike Andersons | Baton Rouge | LA | 09/2019 | 12/2020 |
| Ruths Chris | Baton Rouge | LA | 05/2019 | 08/2019 |
| Louisiana Lagniappe | Baton Rouge | LA | 02/2017 | 09/2019 |
| Louisiana State University - Full Time Student | Baton Rouge | LA | 07/2016 | 12/2021 |
| Extended Travel | Mission Viejo | CA | 01/2022 | 02/2022 |
| Crescent Sterling Ltd | Metairie | LA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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