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10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-06-22 |
Branch Locations
10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • 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 |
|---|---|---|---|---|
| American United Life | Baton Rouge | LA | 07/2001 | 05/2018 |
| One America Securities, Inc | Baton Rouge | LA | 08/2001 | 05/2018 |
| Cetera Advisors | Denver | CO | 05/2018 | 10/2018 |
| Pelican Advisory Group | Baton Rouge | LA | 07/1998 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 11/2019 | 06/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2021 | Present |
| Pelican Investment Advisors | Baton Rouge | LA | 04/2021 | Present |
1) Pelican Investment Advisors, Inc. Investment related. Located at Registered Location. Nature - RIA. Position - Financial Advisor, Owner. Start - 04/2021. 40 hours per month, 40 during trading hours. Duties - providing financial advice, managing the RIA. 2) Pelican Advisory Group. M & R Business Development Group, LLC, Pelican Financial Network, Advisors Resource Management, Platinum Funding Group. Investment related. Located at Registered Location. Nature - Insurance, Fixed and Indexed Annuities, Disability and LTC. Position - agent, owner. Start - 07/1998. 100 hours per month, 100 during trading hours. Duties - sell Insurance and Annuities. 3) HHOBHGO, LLC. Not investment related. Located at Registered Location. Nature - Holding company for fishing camp. Position - Owner. Start - 12/2018. 0 hours per month, 0 hours during trading. Duties - Owner 4) Livingston Investment Properties. Not investment related. Located at Registered Location. Nature - Construction. Position - Member/ Manager. Start - 06/2014. 1 hour per month, 1 during trading hours. Duties - Owner/ Manager. 5) Turtle Creek Timber Management LLC. Not investment related. Located at 23988 Ferry Landing Drive, Denham Springs, LA 70726. Nature - Holding company for private land. Position - Member/ Manager. Start - 10/2002. 1 hour per month, 1 during trading hours. Duties - Owner/ Manager. 6) 449, LLC. Not investment related. Located at 23988 Ferry Landing Drive, Denham Springs, LA 70726. Nature - Holding company for commercial real estate. Position - Owner / Manager. Start - 03/2008. 1 hour per month, 0 during trading hours. Duties - Owner/ Manager. 7) M&R Business Development Group, LLC. Investment related. Located at Registered Location. Nature - Fixed Insurance. Position - Member/Manager. Start - 12/2004. 0 hours per month, 0 hours during trading. Duties - Owner. 8) Pelican Financial Network. Not investment related. Located at Registered Location. Nature - Life Insurance, Estate Planning. Position - President. Start - 04/2008. 60 hours per month, 60 hours during trading. Duties - Owner. 9) Advisors Resource Management. Not investment related. Located at Registered Location. Nature - Life Insurance, Estate Planning. Position - Partner. Start - 05/2013. 1 hour per month, 1 during trading hours. Duties - Owner 10) Platinum Funding Group. Investment related. Located at Registered Location. Nature - Fixed Insurance. Position - Partner. Start - 11/2017. 20 hours per month, 5 hours during trading. Duties - Owner.
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