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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-06-03 |
| TX | RA | APPROVED | 2016-06-03 |
Branch Locations
433 Metairie Rd Ste 309 [ Satellite], Metairie, LA 70005 • United States
51 S Stanfield Rd, Troy, OH 45373 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Metairie | LA | 06/2016 | Present |
TRUSTEE FOR FRIEND/MENTOR, INVESTMENT RELATED, MANDEVILLE, LA, START: 6/2011, LESS THAN 2 HOURS PER MONTH/0 DURING TRADING. VIATOR WEALTH MANAGEMENT GROUP 401K; INV. RELATED; METAIRIE, LA; TRUSTEE; START DATE 6/2016; 2 HRS PER MONTH; 0 HRS DURING TRADING. VIATOR WEALTH MANAGEMENT GROUP LLC; INV. RELATED; METAIRIE, LA; 100% OWNERSHIP; START DATE 6/2016; 2 HRS PER MONTH; 0 HRS DURING TRADING. VOLUNTEERS OF AMERICA; NOT INVESTMENT RELATED; NEW ORLEANS,LA; TREASURER; START DATE 07/01/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HEADING A COMMITTEE THAT WILL REVIEW THE ORGANIZATIONS FINANCES 6 TIMES A YEAR, IN ADDITION WE WILL REVIEW THE BUDGET ANNUALLY. WE WILL WORK CLOSELY WITH THE CEO AND ADVISE HIM BUT HE WILL MAKE THE FINAL DECISION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-30 |
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