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1000 Caruso Blvd Ste 425, Slidell, LA 70461 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Baton Rouge | LA | 04/2015 | 11/2018 |
| Massmutual Life Insurance Company | Metairie | LA | 12/2018 | 07/2019 |
| Mml Investors Services, Llc | Metairie | LA | 12/2018 | 07/2019 |
| American International Group, Inc | Baton Rouge | LA | 04/2015 | 11/2018 |
| Segue Wealth Management | Marrero | LA | 07/2019 | 03/2022 |
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2019 | 07/2021 |
| Lowe's Home Improvement | Denver | CO | 03/2020 | 12/2021 |
| Office Depot | New Orleans | LA | 01/2022 | 12/2022 |
| Lpl Financial Llc | Metairie | LA | 03/2022 | 12/2022 |
| Gulf Coast Bank And Trust Company | Metairie | LA | 03/2022 | 12/2022 |
| Regions Bank | New Orleans | LA | 12/2022 | 08/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2022 | 08/2024 |
| Cetera Investment Advisers Llc | New Orleans | LA | 12/2022 | 08/2024 |
| Consortium Private Wealth Llc | Mandeville | LA | 12/2024 | Present |
| Best Buy | Mandeville | LA | 08/2019 | Present |
1. 256 RESIDENTIAL HOUSING PARTNERS LLC, CONDUCTING RESEARCH TO FIND HOMES FOR THE LLC TO BUY, RENOVATE, AND RENT OUT, 0% OWNER, 15/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-10 |
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