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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-11 |
Branch Locations
2700 Lake Villa Dr Suite 200, Metairie, LA 70002 • United States
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Metairie | LA | 01/2009 | 07/2020 |
| Truwealth Advisors, Llc | Metairie | LA | 07/2020 | 04/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2020 | 02/2024 |
| Truwealth Advisors, Llc | Metairie | LA | 04/2026 | 04/2026 |
| Waverly Advisors, Llc | Birmingham | AL | 04/2026 | Present |
1) First Baptist Church of Kenner (FBCK). Not investment related. 1400 Williams Blvd, Kenner, LA 70062. Safety Committee. Start 7/2020. 10hrs/mo. Outside working hours./// 2) Leinik Investments LLC; Not Investment Related; 21 Chateau Palmer Drive, Kenner, LA 70065; Renovations, Sale of Residential/Commercial Properties; Manager; 09/25/2025; 10-hrs/mo; 0 during trading; Occasional real estate and construction projects
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-22 |
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