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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2022-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberts Wealth Management | Biloxi | MS | 04/2015 | 05/2018 |
| Hancock Whitney Bank | Bay St. Louis | MS | 05/2018 | 05/2019 |
| Hancock Whitney Investment Services, Inc. | Picayune | MS | 05/2019 | 08/2022 |
| Hancock Whitney Bank | Picayune | MS | 05/2019 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2022 | Present |
| Cetera Investment Advisers Llc | Picayune | MS | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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