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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-03 |
| TX | RA | APPROVED_RES | 2012-06-15 |
| MS | RA | APPROVED | 2011-02-22 |
| LA | RA | APPROVED | 2011-02-11 |
Branch Locations
Cudjoe Key, FL • United States
Grand Isle, LA • United States
1800 City Farm Dr, Baton Rouge, LA 70806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baton Rouge | LA | 02/2011 | Present |
| Bank Of America, N.A. | Baton Rouge | LA | 07/2011 | Present |
1-TO SERVE AS SOLE PROPRIETOR OF ELIZABETH QUERBES DBA QUERBES COMPANIES, REAL ESTATE INVESTMENTS.2-SOUTHERN WOMEN ACTION NETWORK PRESIDENT/FOUNDER.3-COMMUNITY FUND FOR THE ARTS VOLUNTEER FUNDRAISER FOR ANNUAL CAMPAIGNI*517486For profit or not for profit: Entity For ProfitName of outside business organization: Reel Lizzy LLCInvestment related: NoAddress of business: Cudjoe Key, FL, 33042Position, title, association: General Partner/Managing MemberStart date of relationship: 8/26/2021Number of hours devoted: 3 hours MonthlyNumber of hours devoted during trading hours: 0Duties: Boat transportation and storage. I am a minority interest holder and will do some record keeping. I*1878268, Entity Type, Entity for Profit, Name of OBA: Queen Industries LLC, Address: Baton Rouge, LA, 70806, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 06/20/2024, No Hours: 4hrs/Mo., No Hours during trading: 2, Duties: Wholesale Safety Equipment Reseller Purchase Wholesale And Resell Earplugs, Safety Goggles, Gloves, etc. I*2023277, Entity Type, Name of OBA: Adelia at Old Goodwood Homeowners Association, Address: Baton Rouge, LA, 70806, Investment Related: No, Position, Title, Association: Treasurer, Board Member, Employee Start Date: 09/27/2024, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: To collect dues from Homeowners and pay for services such as landscaping and utilities to maintain neighborhood.I*3156282Entity Type: N/AName of OBA: Executor for My Stepmother's EstateAddress: Cudjoe Key, Florida, 33042Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 11/11/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Executor for ParentsI*3208264, Entity Type, Name of OBA: Estate of J Q Address: Cudjoe KeyFlorida33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/24/2025 No Hours: 2 monthly No Hours during trading: 1 monthly Duties:I*3207265, Entity Type, Name of OBA:Estate of J Q Address: Cudjoe KeyFlorida33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/24/2025No Hours: 2 monthly No Hours during trading: 1 monthly Duties:I*3207264, Entity Type, Name of OBA: Estate of J QAddress: Cudjoe KeyFlorida33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/24/2025No Hours: 2 monthly No Hours during trading: 1 monthly Duties: I*3286269 Entity Type: N/A Name of OBA: Estate of J Q Address: cudjoe Key, Florida, 33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 12/05/2025 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-26 |
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