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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-07 |
| LA | RA | APPROVED | 2025-08-12 |
Branch Locations
8611 Highway 23 Suite 1-C, Belle Chasse, LA 70037 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Belle Chasse | LA | 06/2024 | Present |
| The Ansardi Group | Belle Chasse | LA | 06/2024 | Present |
| Unemployed | Saint Rose | LA | 02/2023 | 04/2024 |
| Homebank | Metairie | LA | 05/2018 | 02/2023 |
| Gulf Coast Bank And Trust | Metairie | LA | 01/2010 | 05/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
THE ANSARDI GROUP; Investment Related; Belle Chasse, LA; Financial Services; Client Relationship Manager; Start Date 06/2024; 160 hours per month with the majority of those hours per month occurring during trading hours; Administrative office duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
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