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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
| LA | RA | APPROVED | 2026-07-16 |
| CT | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED | 2026-05-28 |
Branch Locations
Ponce Inlet, FL • United States
Tampa, FL • United States
New London, CT • United States
3330 Causeway Blvd. Suite 400, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource Management | Metairie | LA | 05/1977 | 11/2021 |
| Race Rock, Llc | Ponce Inlet | FL | 11/2021 | Present |
| Creative Planning, Llc | Metairie | LA | 11/2020 | 11/2021 |
| Genoa Wealth, Llc | Ponce Inlet | FL | 04/2026 | Present |
1) Thompson Equipment Company, Inc; Jefferson, LA; not investment related; Board Member; start 5.12.18; duties are help with succession planning from G2 to G3; 3hours per quarter/0 during trading 2) CSRS, Inc.; Baton Rouge, LA; not investment related; Board member; start 2.5.2006; nature of the business is Architecture and Engineering Firm;3hours per quarter/0 during trading 3) Family Wealth Management, LLC; Mandeville, LA; is investment related; Managing Member; Family holding company; start date 1.1.1996; 2 hours per month/0 during trading 4) The MCC Group; Metairie, LA; not investment related; Board Member; start 4/15/1995; nature of buisness construction real estate development; 2 hours per month/0 during trading
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