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Baton Rouge, LA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Baton Rouge | LA | 06/2017 | 01/2018 |
| Brock Services At Eastman Chemical Co | Baton Rouge | LA | 01/2016 | 06/2017 |
| Louisiana State University | Baton Rouge | LA | 08/2013 | 05/2017 |
| Foresters Financial Services | Baton Rouge | LA | 01/2018 | 06/2019 |
| Foresters Advisory Services | Baton Rouge | LA | 10/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 07/2019 |
| Cetera Investment Advisers Llc | Baton Rouge | LA | 06/2019 | 07/2019 |
| Blue Cypress Wealth Management, Llc | Baton Rouge | LA | 05/2019 | Present |
| Blue Cypress Wealth Management, Llc | Baton Rouge | LA | 07/2019 | Present |
Dexter Gary; Independent Insurance Agent; 7815 Wimbledon Ave Baton Rouge, LA 70810; Start Date:08/2019; Duties - research of insurance carriers, writing applications, and servicing existing insurance policies; Approx 10 hrs/month devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
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