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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-22 |
| LA | RA | APPROVED | 2021-01-04 |
Branch Locations
664 Corporate Dr, Houma, LA 70360-2464 • United States
3351 Severn Ave Ste 304, Metairie, LA 70002-7408 • United States
New Orleans, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Metairie | LA | 06/2016 | 08/2017 |
| Tiaa | Metairie | LA | 08/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Metairie | LA | 08/2017 | 11/2020 |
| Ameriprise Financial Services, Llc | Houma | LA | 12/2020 | Present |
Business Ownership; 5 Stone Holdings LLC; Member; Operations Management; 664 Corporate Blvd, , Houma, LA, 70360; Not Investment-Related; 09/21/2022; 1 to 9 hours per month; 1 to 9 during trading hours / 5 Stone Properties LLC; Member; Real estate management; 664 Corporate Dr., , Houma, LA, 70360; Not Investment-Related; 07/14/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-30 |
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