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Bossier City, LA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
| LA | RA | APPROVED | 2021-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake George Associates Inc/Dba Manna Wealth | Bossier City | LA | 03/1977 | Present |
| Retirement Wealth Advisors | Bossier City | LA | 10/2015 | 02/2021 |
| Manna Wealth Strategies, Llc | Bossier City | LA | 11/2020 | Present |
| Manna Wealth Strategies, Llc | Bossier City | LA | 01/2021 | Present |
Lake George Associates Inc (DBA: Manna Wealth Strategies), Investment-related, 2285 Benton Rd. Suite A-102, Owner - IAR DBA/Insurance (life,annuities,medical), Start Date: 03/1997 (Manna Wealth Strategies DBA utilized 02/2017) Hours Dedicated: 160/month (All during trading hours), Duties: Sales/Service of Insurance company products as well as Investment Advisory services (DBA for Investment Advisory Services).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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