Best Investors
Account
Sign in
3501 North Causeway Boulevard Suite 104, Metairie, LA 70002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-09-14 |
| TX | RA | APPROVED | 2019-09-14 |
Branch Locations
3501 North Causeway Boulevard Suite 104, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New Orleans | LA | 03/2015 | 09/2019 |
| Planning Associates Wealth Management, Llc | Metairie | LA | 09/2019 | Present |
Planning Associates of Louisiana, LLC; Yes; 1245 Nursery Avenue; In active financial planning firm; Manager; 1999; 0 hours / month; 0 hours designated during securities trading hours; I fill out the annual report annually on the LA Sec of State website and file losses on my personal tax return. Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol; Not Investment Related; 6001 Stars and Stripes Blvd, New Orleans, LA 70126; Captain/Pilot and Assistant Training and Development Officer; Start July 2022; 20 hrs/month; none during trading hours; U.S. Air Force Auxillary FlexLife Wellness, LLC dba Stretch Zone Metairie; Not Investment Related; 701 Metairie Road, 1b-103, Metairie, LA 70005, Practitioner Assisted Stretching Franchise, CFO, Start Nov 2024, Approx 10 hrs/month; none during trading hours; assist with financial management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-12 |
Reach out to this advisor