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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| LA | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Mandeville | LA | 12/2005 | 02/2025 |
| Concourse Financial Group Securities Inc | Mandeville | LA | 04/2008 | 02/2025 |
| (Dba) Legacy Financial Partners Llc | Mandeville | LA | 03/2005 | 04/2024 |
| The Ansardi Group | Belle Chasse | LA | 04/2024 | Present |
| Cetera Wealth Services, Llc | Mandeville | LA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
THE ANSARDI GROUP; Investment Related; Belle Chase, LA Financial Planning; Investment Adviser; Start Date 04/2024; 80 hours per month with 40 of those hours per month occurring during trading hours; I offer financial and investment planning services through The Ansardi Group. >> MANDEVILLE FIRE / EMS; Non-Investment Related; Mandeville, LA; Board Member; Civil Service Board; Start Date 01/2023; 1 hour or less per month; Review any new job descriptions developed by the state fire marshall, insure all notices involving employee vacancies, testing dates, and job postings are done at the proper time, review test scores for employee promotions or training, and attend quarterly meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-09 |
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