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6620 Riverside Drive Suite 207, Metairie, LA 70003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2004-07-19 |
| TX | RA | APPROVED_RES | 2004-07-15 |
Branch Locations
6620 Riverside Dr Suite 207, Metairie, LA 70003 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regatta Research & Invest. Mgt | Metairie | LA | 12/1997 | Present |
THE TOD INDEX, LLC INVESTMENT RELATED POSITION - MEMBER AFFILIATED SINCE AUGUST, 2016 THE BUSINESS IS INVESTMENT RELATED, MORE SPECIFICALLY RELATED TO THE CREATION, REPORTING, AND MARKETING OF A PROPRIETARY NATIONAL REAL ESTATE PRICE INDEX COMPRISED OF REAL ESTATE LOCATED IN CLOSE PROXIMITY TO TRANSPORTATION NODES ALTHOUGH THERE ARE EXCEPTIONS, THE APPROXIMATE NUMBER OF HOURS DEDICATED TO THIS OTHER BUSINESS IS HIGHLY VARIABLE RANGING FROM ZERO TO ONE HRS/MONTH ON AVERAGE ALTHOUGH THERE ARE EXCEPTIONS, THE APPROXIMATE NUMBER OF HOURS DEDICATED TO THIS OTHER BUSINESS DURING SECURITIES TRADING HOURS IS HIGHLY VARIABLE. PRIORITY FUNDS, LLC POSITION: PARTNER INVESTMENT RELATED AFFILIATED SINCE 08/27/2020 THE BUSINESS IS NOT IN OPERATION, BUT IT IS INVESTMENT RELATED, RELATED TO THE ANALYSIS AND INVESTMENT IN PRIVATE, CLOSELY HELD AND CROWD FUNDED REAL ESTATE INVESTMENTS. ALTHOUGH THERE ARE EXCEPTIONS, THE APPROXIMATE NUMBER OF HOURS DEDICATED TO THIS OTHER BUSINESS ON AVERAGE IS 8 HOURS, ALTHOUGH THERE ARE EXCEPTIONS. Priority Funds Management, LLC Priority Funds Sidecar III, LLC Priority Funds II Income Focus, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
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