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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 | Aug 3, 2017 | May 27, 2021 | no | Baton Rouge, LA|DALLAS, TX|BATON ROUGE, LA|Baton Rouge, LA | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | May 28, 2009 | Jul 27, 2017 | no | BATON ROUGE, LA|BATON ROUGE, LA|PRAIRIEVILLE, LA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Nov 10, 2004 | Mar 31, 2009 | 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 | May 27, 2021 | May 28, 2021 | 1 | Firm change | Ibd to new firm |
| ONEAMERICA SECURITIES, INC. | LEVEL FOUR ADVISORY SERVICES | Jul 27, 2017 | Aug 3, 2017 | 7 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | ONEAMERICA SECURITIES, INC. | Mar 31, 2009 | May 28, 2009 | 58 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134086:313227:LA:2021-05-27 | May 27, 2021 | May 28, 2021 | BATON ROUGE, LA | Firm change |
| 4173:134086:LA:2017-07-27 | Jul 27, 2017 | Aug 3, 2017 | PRAIRIEVILLE, LA | Firm change |