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5208 Magazine St. Pmb 307, New Orleans, LA 70115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2019-10-18 |
| LA | RA | APPROVED | 2019-08-15 |
Branch Locations
5208 Magazine St. Pmb 307, New Orleans, LA 70115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 08/2017 | 07/2019 |
| Securian Financial Services Inc | St. Paul | MN | 08/2017 | 07/2019 |
| Compass Capital Mgmt | Metairie | LA | 07/2017 | 07/2019 |
| J&M Industries | Pontchatoula | LA | 04/1999 | 06/2017 |
| Royal Road Wealth Partners, Llc | New Orleans | LA | 07/2019 | Present |
| Royal Road Wealth Insurance Solutions | New Orleans | LA | 08/2019 | Present |
(1) 2017-Present: Independent Insurance Agent/Insurance Related/New Orleans, LA/Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies, including Royal Road Wealth Partners affiliate, Royal Road Wealth Insurance Solutions, LLC/Involves up top 10% time each month, including during traditional business hours.//(2)2026-Present: Royal Road Carbon Solutions LLC/Consulting Related/New Orleans, LA/Carbon Offsets Consulting/Member/Involves up to 5% time each month, including during traditional business hours/Consulting developers on carbon markets//(3) 2026- Present: Public Infrastructure Holdings, Inc./Environmental Related/Baton Rouge, LA/Environmental Credit Registry/COO/Involves up to 10% time each month, including traditional business hours/Registration and MRV infrastructure for carbon credits/Strategy and Business Development.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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