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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-12-22 |
| TX | RA | APPROVED_RES | 1987-05-15 |
Branch Locations
601 Poydras St, New Orleans, LA 70130 • United States
Metairie, LA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Orleans | LA | 02/1986 | Present |
| Bank Of America, N.A. | New Orleans | LA | 06/2011 | Present |
I*103279 For profit or not for profit: For-Profit Organization Name of outside business organization: NANMAT LLC Investment related: N Address of business: Metairie, Louisiana 70005 Nature of business: LLC, Position, title, association: Other, LLC Member Start date of relationship: 2/27/2017 Number of hours devoted: 6 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: limited liability company for rental real estate. I*137048 For profit or not for profit: For-Profit Organization Name of outside business organization: CHARLACQUES HOMES, LLC Investment related: Address of business: METAIRIE, Louisiana 70005 Nature of business: LLC, Compensation for Activity: Position, title, association: Family Held, Start date of relationship: 3/26/2021 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Family business, real estate ownership/property management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-11 |
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