DFX Intelligence
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Reading the graph
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Advisor at I••••••••• A•••••• A•••••••• L••
Metarie, 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 |
|---|---|---|---|---|---|---|
| I••••••••• A•••••• A•••••••• L•• | Independent wealth | Jun 2, 2025 | n/a | yes | Metarie, LA | Current employment |
| A•••••• R••••••• C•••••• | Independent wealth | May 19, 2021 | May 30, 2025 | no | Metairie, LA|DALLAS, TX|New Orleans, LA|Metairie, LA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A•••••• R••••••• C•••••• | I••••••••• A•••••• A•••••••• L•• | May 30, 2025 | Jun 2, 2025 | 3 | Firm change | Other |
| M•• I•••••••• S•••••••• L•• | A•••••• R••••••• C•••••• | May 14, 2021 | May 19, 2021 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164109:168267:LA:2025-05-30 | May 30, 2025 | Jun 2, 2025 | METAIRIE, LA | Firm change |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Aug 19, 2013 | May 14, 2021 | no | METAIRIE, LA|New Orleans, LA|Houston, TX | Previous registration |
| N••••••••• M••••• I••••••••• S••••••••• | No RAUM reported | Mar 11, 2013 | May 22, 2013 | no | METARIE, LA|METAIRIE, LA | Previous registration |
| 5 |
| Firm change |
| Ibd to ibd |
| N••••••••• M••••• I••••••••• S••••••••• | M•• I•••••••• S•••••••• L•• | May 22, 2013 | Aug 19, 2013 | 89 | Firm change | Other |