Best Investors
Account
Sign in
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-19 |
| LA | RA | APPROVED | 2023-05-18 |
Branch Locations
2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2018 | 09/2021 |
| Justin-Siena High School | Napa | CA | 06/2015 | 10/2017 |
| Unemployed | New Orleans | LA | 11/2017 | 02/2018 |
| Advisor Resource Council | Metairie | LA | 09/2021 | 05/2023 |
| Lpl Financial Llc | New Orleans | LA | 10/2022 | Present |
| Second Line Capital, Llc | Metairie | LA | 05/2023 | Present |
1) 10/11/2022 - 120 EDUCATION CONSULTANCY - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 2018 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 0% 2) 10/19/2022 - ADVISOR RESOURCE COUNCIL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 9/23/2022 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 10/19/2022 - FAUBOURG PRIVATE WEALTH - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 9/23/2022 - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Faubourg Private Wealth, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 03/03/2023 - FAUBOURG PRIVATE WEALTH - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2/14/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading 5) 03/3/2023 - Faubourg Terra Bella, LLC - Investment Related - Covington, LA, 70433 - Real Estate Rental - Start Date - 02/17/2023 - 1 Hours Per Month/0 Hours During Securities Trading 6) 04/13/2023 - FAUBOURG PRIVATE WEALTH - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 02/14/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading - I provide investment advisory services through FAUBOURG PRIVATE WEALTH, an independent investment advisor firm. I started this business activity in 02/2023. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 05/31/2023 - Second Line Capital, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/10/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading - I provide investment advisory services through Second Line Capital, LLC, an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
Reach out to this advisor