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200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-12-18 |
Branch Locations
200 Galleria Parkway Se Suite 1880, Atlanta, GA 30339 • United States
Baton Rouge, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shell Plc | Baton Rouge | LA | 01/2013 | Present |
| Crescent Wealth Advisory, Llc | Baton Rouge | LA | 12/2023 | Present |
(1) Shell PLC, Baton Rouge, Louisiana; not investment related; Multinational Energy Company; Start date January 2013; approximate number of hours per month devoted to this business: 160; number of hours during securities trading hours: 20; I am the North American Key Account Manager with Sales account management responsibilities for two multinational equipment manufacturers with locations all over North America. (2) Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
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