Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-18
LA RA APPROVED 2023-09-08
  • TX RA
    APPROVED
    Since 2023-09-18
  • LA RA
    APPROVED
    Since 2023-09-08

Branch Locations

2681 N Causeway Blvd, Mandeville, LA 70471 • United States

One Bryant Park, New York, NY 10036 • 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
Rice, Voelker, Llc Covington LA 02/1996 05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 05/2022 Present
Other Businesses

I*1616265Name of OBA: Old Mandeville Business AssociationAddress: Mandeville, LouisianaInvestment Related: NoPosition, Title, Association: Treasurer,Board MemberEmployee Start Date: 01/01/2024No Hours: 2 weekly No Hours during trading: 0Duties: Treasurer for non-profit organization that is made up of a network of businesses and residents in Old Mandeville whose aim is to advance local commerce through festivals, educational programs, and other events. I*1960401 Entity Type: 501(c)(3) Name of OBA: Women's Center for Healing & Transformation Address:71667 Leveson St., Abita Springs, LA 70420 Investment Related: No Position, Title, Association: Volunteer Start Date:08/30/24 No Hours: 2 hours/month No Hours during trading: None Duties: Helping women of lesser means create a budget and manage basic household finances. General financial wellness and life skills. I*4240266 Entity Type: Not for Profit Name of OBA: Habitat for Humanity St. Tammany Homeownership Center Address: Mandeville, Louisiana, 70471 Investment Related: No Position, Title, Association: Employee Start Date: 04/15/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: To assist in education classes for first time homebuyers on creating and following a budget. Guest lecturer on budgeting and simple saving techniques

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2023-09-05
Other Names
  • Anne Noelle Boudreaux
  • Anne Noelle Boudreaux
  • Anne Noelle Grand
  • Anne Noelle Boudreaux
  • Anne Noelle Viguerie
  • Anne Noelle Rooks
  • Anne Boudreaux
  • Anne Grand
  • Anne Viguerie
  • Anne B Rooks

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mandeville, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor