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3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-28 |
Branch Locations
3445 N Causeway Blvd Suite 905, Metairie, LA 70002 • United States
440 E Huntington Blvd, Arcadia, CA 91006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, L.P. | Orange | CA | 08/1999 | 05/2024 |
| Mgm Financial Group | Arcadia | CA | 06/1986 | Present |
| Legacy Investment Strategies, Llc | Gretna | LA | 04/2024 | Present |
| Crown Capital Securities, L.P. | Orange | CA | 03/2015 | 05/2024 |
| Lpl Financial Llc | Arcadia | CA | 05/2024 | Present |
(1) 05/01/2024 - MGM Financial Group - MGM Financial Group Income Tax preparation - Investment Related - At Reported Business Location(s) - Start Date 06/01/1986 - 8 Hours Per Month/ 4 Hours During Trading (2) 05/01/2024 - MGM Financial Group - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 06/01/1986 - 80 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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