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610 City Park Avenue, New Orleans, LA 70119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-23 |
| LA | RA | APPROVED | 2019-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2014 | 05/2019 |
| Physician'S Resource Group | New Orleans | LA | 06/2014 | Present |
| Montz Harcus Wealth Management | New Orleans | LA | 05/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2019 | Present |
1)Montz Harcus Wealth Management. Investment Related. 610 Park City Ave. Wealth Management and Financial Planning. Vice President. Start 6/2019. 160hrs/mo, 120hrs during trading hours. RIA. 2) Physicians Resource Group. Investment Related. 610 City Park Ave. Insurance and Tax Preparation. Financial Advisor. Start 06/2014. 10hrs/mo, 7hrs during trading hours. Insurance product sales for clients and tax prep during tax season. 3) Metarie Club Gardens, Not Investment Related, PO Box 55274 Metairie LA 70055, Member, Attend Board Meetings, Start 09/2024, Hours per month devoted to business outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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