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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
1825 Veterans Boulevard, Metairie, LA 70005 • United States
201 N Carrollton Ave, New Orleans, LA 70119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Investment Services, Inc. | Baton Rouge | LA | 03/2016 | 08/2018 |
| Hancock/Whitney Bank | Baton Rouge | LA | 03/2016 | 08/2018 |
| Lpl Financial Llc | Metairie | LA | 09/2018 | 06/2024 |
| Gulf Coast Bank & Trust | Metairie | LA | 09/2018 | Present |
| Arkadios Capital | Atlanta | GA | 06/2024 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 06/2024 | Present |
Gulf Coast Wealth Management, Is Investment Related, 1825 Veterans Blvd, Metairie, LA, 70005, United States, Life & Long Term Care Insurance, Financial Advisor, 7/1/2024, 4 hours per month, 1 hours per month during trading hours, Commission Compensation, Sale of Life and Long Term Care Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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