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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hancock Whitney Bank | New Orleans | LA | 02/2017 | Present |
| Iberiabank | New Orleans | LA | 10/2015 | 01/2017 |
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2023 | Present |
| Cetera Investment Advisers Llc | New Orleans | LA | 07/2025 | Present |
PRIVATE BANKER WITH HANCOCK WHITNEY BANK; MANAGE LOAN RELATIONSHIPS; DEVELOPING AND MAINTAINING DEPOSITORY AND TREASURY MANGEMENT RELATIONSHIPS; CHAIRMAN FOR AGENDA FOR CHILDREN; APPOINTS MEMBERS TO COMMITTEES; 2 HRS/WK; TRUSTEE ON BOARD OF TRUSTEES FOR METARIE PARK COUNTRY DAY SCHOOL; MEMBER OF FINANCE COMMITTEE; 1.5 HRS/WK; MEMBER OF PROPERTY COMMITTEE, INSURANCE AND RISK MITIGATION TAKS FOR CE, AND ORGAN INSTALLATION TASK FOR CE AT ST. CHARLES AVENUE PRESBYTERIAN CHURCH; 2 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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