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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-01
LA RA APPROVED 2025-02-20
  • TX RA
    APPROVED_RES
    Since 2025-04-01
  • LA RA
    APPROVED
    Since 2025-02-20

Branch Locations

Mandeville, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2005 → 02/2025
    Concourse Financial Group Securities Inc
    Mandeville, LA
  • 04/2008 → 02/2025
    Concourse Financial Group Securities Inc
    Mandeville, LA
  • 03/2005 → 04/2024
    (Dba) Legacy Financial Partners Llc
    Mandeville, LA
  • 04/2024 → Present
    The Ansardi Group
    Belle Chasse, LA
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Mandeville, LA
  • 02/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-04-02 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Madisonville, LA
    Mandeville, LA
    Birmingham, AL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-26
S63 Uniform Securities Agent State Law Examination 1995-10-09
  • S66 Uniform Combined State Law Examination
    2008-06-26
  • S63 Uniform Securities Agent State Law Examination
    1995-10-09
Other Names
  • Gerald Gibson

View on SEC IAPD

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