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233 Carondelet St. Suite 200, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-02 |
Branch Locations
233 Carondelet St. Suite 200, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 11/2021 | 11/2022 |
| Insight Total Stewardship | Havertown | PA | 10/2020 | 10/2021 |
| Police And Fire Federal Credit Union | Philadelphia | PA | 01/2019 | 10/2020 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2014 | 12/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2022 | 05/2023 |
| Northwestern Mutual Investment Services Llc | Charlotte | NC | 11/2022 | 05/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 05/2023 | 12/2023 |
| Tiaa | Charlotte | NC | 06/2023 | 01/2024 |
| Nordstrom | Charlotte | NC | 05/2023 | 12/2023 |
| Nutrisystem Co | Fort Washington | PA | 05/2017 | 06/2018 |
| Instant Phone Quote Team | Wayne | PA | 02/2016 | 06/2017 |
| Hansen Properties Inc | Blue Bell | PA | 07/2019 | 08/2019 |
| C & J Clark America, Inc. | Waltham | MA | 03/2016 | 05/2016 |
| Digital Bga | Charlotte | NC | 01/2024 | 10/2024 |
| Jecohen & Co., Llc | New Orleans | LA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-02 |
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