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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-22 |
| LA | RA | APPROVED | 2018-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Monroe | LA | 02/2009 | 04/2017 |
| Iberia Bank | Monroe | LA | 04/2010 | 12/2017 |
| Raymond James Financial Services, Inc | Monroe | LA | 01/2018 | Present |
| Raymond James Financial Services Advisor, Inc | Monroe | LA | 01/2018 | Present |
| Progressive Financial Advisor Llc | Monroe | LA | 01/2018 | Present |
| Progressive Bank | West Monroe | LA | 01/2018 | Present |
| B1 Bank | West Monroe | LA | 08/2026 | Present |
| B1 Wealth Solution | West Monroe | PA | 08/2026 | Present |
(1) Name of Business: B1 Bank Address: 3421 Cypress St, West Monroe, LA, 71291-7309, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/09/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: Progressive Financial Advisors Address: 3421 Cypress St, West Monroe, LA, 71291, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FA for FID
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-28 |
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