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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED_RES | 2024-10-16 |
Branch Locations
2315 Florida St Bldg 200, Ste 288, Mandeville, LA 70448 • United States
3421 N Causeway Blvd Ste 400, Metairie, LA 70002 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Metairie | LA | 03/2017 | 07/2018 |
| Securities America, Inc. | Covington | LA | 07/2018 | 04/2022 |
| Securites America Advisors | New Orleans | LA | 07/2018 | 07/2018 |
| Beam Wealth Advisors, Llc | Covington | LA | 07/2018 | 10/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2022 | 10/2024 |
| Procom, Llc | Covington | LA | 04/2014 | 08/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 10/2024 | Present |
| Cypress Financial Group | Metairie | LA | 01/2007 | Present |
1) Cypress Financial Group; Yes Investment Related; 3421 N Causeway Blvd, Ste 400, Metairie, LA 70002; Sales of non regulated insurance products; Managing Member; 1/2007; 20hrs/Mo; 0hrs/Mo during Securities Trading Hours; Sale of Life, Health Insurance Products and Fixed Indexed Annuities. 2) Rental Property; Not Investment Related; 536 Delta Queen Ct Covington, LA 70433; Rental Property; Owner; 07/2016; 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Property Ownership and Management. 3) Association of Financial Educators; Not Investment Related; 108 Wild Basin Rd S., Ste 250 Austin, TX 78746; Non profit to help spread financial education; Educator; 8/21/2026; 3hrs/Mo; 0hrs/Mo during Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
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