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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Baton Rouge | LA | 08/2004 | 07/2018 |
| Oneamerica Securities | Baton Rouge | LA | 05/2016 | 07/2018 |
| Cetera Advisors | Denver | CO | 07/2018 | 11/2019 |
| Pelican Advisory Group | Baton Rouge | LA | 01/2005 | Present |
| Pelican Investment Advisors, Llc | Baton Rouge | LA | 04/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | 12/2022 |
1) Pelican Investment Advisory - Investment Related - 4750 Sherwood Common Ste 200, Baton Rouge LA, 70816 - RIA - IAR/Owner - 4/2021 - 20 hours/20 trading hours a month - IAR_____ 2) Fixed Insurance - Investment Related - 4750 Sherwood Common Ste 200, Baton Rouge LA 70816 - Fixed Insurance - Agent - 8/2004- 120 hours/120 trading hours a month - Agent for Fixed Insurance Products_____ 3) KBR Financial, Inc - Not Investment Related - 19984 Fieldstone Drive, Denham Springs, LA 70726 - S Corp - owner/President - 02/2010 - 0hours/0 trading hours a month - KBR pays pays me a salary, it was set up as an S Corp for tax reasons. 4) PELICAN ADVISORY GROUP, INVESTMENT RELATED, BATON ROUGE, LA, FINANCIAL SERVICES, STARTED 01/2005, PARTNER APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 5) PELICAN FINANCIAL NETWORK, NOT INVESTMENT RELATED, BATON ROUGE, LA, FINANCIAL SERVICES, STARTED 04/2018, BROKERAGE MANAGER, LESS THAN ONE HOUR PER WEEK, NOT TRADING HOURS BRIEF DESCRIPTION OF DUTIES: PASS THROUGH CORPORATION
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