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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-18 |
| TX | RA | APPROVED_RES | 2025-12-18 |
Branch Locations
3500 Hwy 190, Mandeville, LA 70471 • United States
8923 Veterans Blvd, Metairie, LA 70003 • United States
1042 Highland Colony Pkwy, Ridgeland, MS 39157 • United States
4500 I 55 N Ste 103A, Jackson, MS 39211 • United States
1415 Metairie Road, Metairie, LA 70005 • United States
3580 Pontchartrain, Slidell, LA 70458 • United States
350 Gause Blvd, Slidell, LA 70458 • United States
315 Ridge Way, Flowood, MS 39232 • United States
70430 Hwy 21, Covington, LA 70433 • United States
100 S Congress St, Jackson, MS 39201 • United States
3500 Hwy 190, Mandeville, LA 70471 • United States
2400 N. Hwy 190, Covington, LA 70433 • United States
1943 E. Gause Blvd, Slidell, LA 70461 • United States
5714 Highway 80 E., Pearl, MS 39208 • United States
729 Harrison Ave, New Orleans, LA 70124 • United States
1400 Veterans Boulevard, Metairie, LA 70005 • United States
3783 Veterans Blvd, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 01/2014 | 08/2018 |
| Brighthouse Financial | Charlotte | NC | 08/2018 | 06/2022 |
| Regions Investment Solutions/Regions Bank | Covington | LA | 06/2022 | 12/2025 |
| Cetera Investment Advisers Llc | Covington | LA | 06/2022 | 12/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2022 | 12/2025 |
| J.P. Morgan Securities Llc | Metairie | LA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-20 |
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