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10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-01 |
Branch Locations
10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States
2140 8Th Street, Suite 203, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Mandeville | LA | 06/2022 | 12/2023 |
| Laporte, Apac | Metarie | LA | 10/2007 | 01/2017 |
| Pelican Investment Advisors, Llc | Mandeville | LA | 01/2025 | 12/2025 |
| O'NEill, Apac | Mandeville | LA | 01/2017 | Present |
| Pelican Investment Advisors | Baton Rouge | LA | 12/2025 | Present |
-Strategic Equitable Advisory Network, LLC -Non-investment related -2140 8th Street, Suite 203, Mandeville, LA 70471 -Insurance Business -Partner -02/2025 -4 hours/month -None -Administration -O'Neill, APAC -Non-investment related -2140 8th Street, Suite 203, Mandeville, LA 70471 -Accounting Practice -Managing Director -01/2017 -240 hours/month -130 hours during trading hours -Tax preparation and review, firm administration and client consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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