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610 City Park Avenue, New Orleans, LA 70119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-06-03 |
| TX | RA | APPROVED_RES | 2019-06-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 10/2003 | 05/2019 |
| Self Employed | New Orleans | LA | 01/1995 | Present |
| Physician Resource Group | New Orleans | LA | 04/1987 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 10/2003 | 05/2019 |
| Rental Property | Metairie | LA | 11/1981 | Present |
| Montz Harcus Wealth Management Llc | New Orleans | LA | 06/2019 | Present |
LICENSED AS AN IND INS AGT TO SELL FIXED INS PRODUCTS; *JOSEPH MONTZ CPA; SAME AS BRANCH; NON-INV REL; CPA FOR TAX PREP SERVICES; START DATE=01/2000; HRS/MO=30; TRADING HRS/MO=25; *PHYSICIANS RESOURCE GROUP; SAME AS BRANCH; INV REL; OWNER; LIFE AND DISABILITY INSURANCE BROKER; START DATE=04/1987; HRS/MO=40; TRADING HRS/MO=160*RENTAL PROPERTY;11 PELHAM DRIVE METAIRIE, LA 70005;NON-INV REL;RENTAL PROPERTY;11/1981;HRS/MO 2;TRADING HRS/MO 1;OVERSEE RENTAL PROPERTY*
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-09 |
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