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Gregory Mark Kass

Cetera Investment Advisers LLC

New Orleans, LA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-08-10
  • LA RA
    APPROVED
    Since 2022-08-10

Branch Locations

701 Poydras Street, New Orleans, LA 70139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 05/2018 02/2019
Livingston International New Orleans LA 09/2015 04/2018
Hancock Whitney Investment Services, Inc. New Orleans LA 01/2020 08/2022
Hancock Whitney Bank New Orleans LA 01/2020 Present
Hancock Whitney Bank New Orleans LA 05/2019 01/2020
Beevers And Beevers Llp Gretna LA 02/2019 05/2019
Cetera Investment Services Llc Saint Cloud MN 08/2022 Present
Cetera Investment Advisers Llc New Orleans LA 08/2022 Present
  • 05/2018 → 02/2019
    Edward Jones
    St. Louis, MO
  • 09/2015 → 04/2018
    Livingston International
    New Orleans, LA
  • 01/2020 → 08/2022
    Hancock Whitney Investment Services, Inc.
    New Orleans, LA
  • 01/2020 → Present
    Hancock Whitney Bank
    New Orleans, LA
  • 05/2019 → 01/2020
    Hancock Whitney Bank
    New Orleans, LA
  • 02/2019 → 05/2019
    Beevers And Beevers Llp
    Gretna, LA
  • 08/2022 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2022 → Present
    Cetera Investment Advisers Llc
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-12
  • S66 Uniform Combined State Law Examination
    2018-07-12
Other Names
  • Greg Mark Kass

View on SEC IAPD

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RONALD H. DAWSON, JR.
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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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