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681 River Highland Blvd., Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-14 |
| MS | RA | APPROVED | 2024-10-11 |
Branch Locations
681 River Highland Blvd., Covington, LA 70433 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andorra Agora International School | La Massana | 08/2016 | 05/2017 | |
| Texas Connections Academy | Houston | TX | 08/2017 | 05/2018 |
| Fontainbleau Highschool | Mandeville | LA | 08/2018 | 05/2019 |
| Second Serve Tennis Center | Metairie | LA | 05/2019 | 08/2019 |
| Belmont Abbey College | Belmont | NC | 08/2019 | 05/2020 |
| Waiter | Mandeville | LA | 05/2020 | 08/2020 |
| Belmont Abbey College | Belmont | NC | 08/2020 | 05/2021 |
| High Performance Tennis Academy | Philadelphia | PA | 05/2021 | 08/2021 |
| Belmont Abbey College | Belmont | NC | 08/2021 | 05/2022 |
| High Performance Tennis Academy | Philadelphia | PA | 05/2022 | 08/2022 |
| Belmont Abbey College | Belmont | NC | 08/2022 | 05/2023 |
| Krispy Kreme | Charlotte | NC | 05/2023 | 09/2023 |
| Lpl Financial Llc | Covington | LA | 09/2023 | Present |
| Unemployed | Mission | TX | 05/2017 | 08/2017 |
| Unemployed | Mandeville | LA | 05/2018 | 08/2018 |
| Pelican Family Office, Llc | Covington | LA | 08/2024 | Present |
1- 12/2023 / lnstacart Delivery Driver / Outside/1099 Employment / Non Investment Related / 3 Hrs Mnth / start date 11/08/2021 2- 12/2023 / Heritage Oak Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs during tradig / start date 10/02/2023 3- 06/06/2024 - Other - Tennis Instructor - Professional Tennis Instructor - Not Investment Related - 2 Pine Crest Dr, Covington, LA 70433Start Date 03/20/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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