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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tulane University | New Orleans | LA | 01/2012 | 12/2016 |
| Office Ops, Llc | New Orleans | LA | 12/2016 | 04/2017 |
| Hancock/Whitney Investment Services | Metairie | LA | 04/2017 | 08/2022 |
| Hancock/Whitney Bank | Metairie | LA | 04/2017 | 12/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2022 | 12/2024 |
| Cetera Investment Advisers Llc | New Orleans | LA | 08/2022 | 12/2024 |
| Morgan Stanley | New Orleans | LA | 01/2025 | 05/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2025 | Present |
| Hancock Whitney Bank | New Orleans | LA | 05/2025 | Present |
| Cetera Investment Advisers Llc | New Orleans | LA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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