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2401 Tower Drive, Monroe, LA 71201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2007-02-27 |
| TX | RA | APPROVED_RES | 2007-02-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Graham,Bordelon And Company | Monroe | LA | 06/1983 | Present |
| Triad Advisors, Inc. | Monroe | LA | 12/1998 | 08/2024 |
| Entrust Investment Management | Monroe | LA | 06/1983 | Present |
| Osaic Wealth, Inc. | Monroe | LA | 08/2024 | Present |
1. GRAHAM & BORDELON PARTNERSHIP; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; INVESTMENT AND INSURANCE COMMISSIONS; PARTNER; 1989; 40HRS/MO; 2HRS/DAY; PROFIT DISTRIBUTION; INVESTMENT SERVICES 2.GRAHAM, BORDELON & CO, INC.; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; REGISTERED INVESTMENT ADVISORY; STOCKHOLDER; 1989; 20HRS/MO; 1HR/DAY; SALARY AND PROFIT DISTRIBUTIONS; INVESTMENT ADVISOR 3. ENTRUST INVESTMENT ADVISORY, LLC; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; REGISTERED INVESTMENT ADVISORY; MEMBER; 7/2000; 2HRS/MO; 0HRS/DAY; PROFIT DISTRIBUTION; INVESTMENT SERVICES 4.GARY G GRAHAM, ATTORNEY AT LAW; NOT INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; LAW PRACTICE; ATTORNEY AND SOLE PROPRIETOR; 1977; 120HRS/MO; 6HRS/DAY; SALARY; REPRESENT CLIENTS IN LEGAL MATTERS 5. GBG PROPERTIES, LLC; NOT INVESTMENT RELATED; 2401 TOWER DRIVE;rental real estate;40% MEMBER;12/2003;.25 hrs/month; 0HRS.DAY;help maintain the property with other members
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-28 |
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