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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED_RES | 2025-04-17 |
Branch Locations
909 Poydras Street; Suite 1300 First Bank & Trust Tower, New Orleans, LA 70112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New Orleans | LA | 10/2008 | 04/2025 |
| Raymond James & Associates Inc. | New Orleans | LA | 04/2025 | Present |
Name of Business : Coast Energy Lake Pontchartrain Address: Nature of the Business: Oil & Gas Investment Position/Title: Board Member/Officer/Director Investment Related: No Start Date: 03/13/2025 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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