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Teresa Walsh Folkins

Rbc Capital Markets, LLC

New Orleans, LA

New Orleans, LA

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Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-06
LA RA APPROVED 2025-10-30
CA RA APPROVED 2022-06-13
  • TX RA
    APPROVED_RES
    Since 2026-03-06
  • LA RA
    APPROVED
    Since 2025-10-30
  • CA RA
    APPROVED
    Since 2022-06-13

Branch Locations

1100 Poydras St. Suite 2160, New Orleans, LA 70163 • United States

New Orleans, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Capital Markets, Llc New Orleans LA 06/2022 Present
Cuso Financial Services San Diego CA 11/2014 06/2022
  • 06/2022 → Present
    Rbc Capital Markets, Llc
    New Orleans, LA
  • 11/2014 → 06/2022
    Cuso Financial Services
    San Diego, CA
Previous Registrations
  • 2014-11-10 → 2022-06-13
    Cuso Financial Services, L.P.
    San Diego, CA
    San Diego, CA
  • 2014-11-10 → 2022-06-13
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 2010-03-22 → 2014-11-20
    Lpl Financial Llc
    San Diego, CA
  • 2009-06-01 → 2010-03-25
    Morgan Stanley
    La Jolla, CA
    San Diego, CA
    San Diego, CA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    La Jolla, CA
  • 2006-04-12 → 2007-04-02
    Morgan Stanley Dw Inc.
    Lajolla, CA
  • 2001-05-18 → 2006-04-07
    Transamerica Financial Advisors, Llc
    El Cajon , CA
    St. Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-16
S63 Uniform Securities Agent State Law Examination 1998-01-12
  • S66 Uniform Combined State Law Examination
    2000-11-16
  • S63 Uniform Securities Agent State Law Examination
    1998-01-12
Other Names
  • Teresa Dawn Walsh
  • Teresa D Walsh
  • Teresa Walsh Folkins
  • Terri Folkins
  • Teresa Folkins

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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