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Advisor at PELICAN INVESTMENT ADVISORS, LLC
BATON ROUGE, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PELICAN INVESTMENT ADVISORS, LLC | Independent wealth | May 28, 2021 | n/a | yes | BATON ROUGE, LA | Current employment |
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Jan 16, 2018 | Jun 2, 2021 | no | Baton Rouge, LA|Baton Rouge, LA | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Aug 5, 2011 | Jul 27, 2017 | no | BATON ROUGE, LA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 2, 2006 | Jun 29, 2011 | no | BATON ROUGE, LA|BATON ROUGE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | PELICAN INVESTMENT ADVISORS, LLC | Jun 2, 2021 | May 28, 2021 | -5 | Firm change | Ibd to new firm |
| ONEAMERICA SECURITIES, INC. | LEVEL FOUR ADVISORY SERVICES | Jul 27, 2017 | Jan 16, 2018 | 173 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | ONEAMERICA SECURITIES, INC. | Jun 29, 2011 | Aug 5, 2011 | 37 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134086:313227:LA:2021-05-27 | Jun 2, 2021 | May 28, 2021 | BATON ROUGE, LA | Firm change |
| 4173:134086:LA:2017-07-27 | Jul 27, 2017 | Jan 16, 2018 | BATON ROUGE, LA | Firm change |