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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-05-10 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
2211 Forsythe Ave, Monroe, LA 71201 • United States
700 North Fourth Street, Monroe, LA 71201 • United States
1800 Martin Luther King Dr, Monroe, LA 71202 • United States
1200 Sterlington Rd, Monroe, LA 71203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Monroe | LA | 03/2016 | 12/2018 |
| Bank Of America, N.A. | Monroe | LA | 03/2016 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Memphis | TN | 12/2018 | 10/2020 |
| Allstate Insurance Company | Monroe | LA | 11/2020 | 12/2021 |
| Alight Financial Solutions Llc | Charlotte | NC | 12/2021 | 08/2022 |
| Afa/Edelman Financial Engines | Santa Clara | CA | 08/2022 | 03/2024 |
| J.P. Morgan Securities Llc | Monroe | LA | 04/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Monroe | LA | 04/2024 | Present |
| Wells Fargo Bank | Memphis | TN | 12/2018 | 11/2020 |
| Edelman Financial Engines | Santa Clara | CA | 08/2022 | 03/2024 |
| Alight Financial Advisors, Llc | Monroe | LA | 12/2021 | 08/2022 |
| Allstate Financial Services, Llc | Monroe | LA | 11/2020 | 12/2021 |
| Allstate Financial Advisors, Llc | Monroe | LA | 11/2020 | 12/2021 |
| Asher Capital Network/Allstate Finl Services | Monroe | LA | 12/2020 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-06 |
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