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CRD 173878
NEW ORLEANS, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-07-30 (filing); first seen by DFX 2026-09-15.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JARRETT EDWARD COHEN | n/a | NEW ORLEANS, LA | 11 | 17 | 3 | no |
| LUTHER RAY MCCLAIN | n/a | NEW ORLEANS, LA | 3 | 13 | 1 | no |
| Selina Dionne Harrell | n/a | NEW ORLEANS, LA | 2 | 12 | n/a | no |
| Jason Charles Morvant | n/a | NEW ORLEANS, LA | 1 | 14 | n/a | no |
| Mary Rinaolo | n/a | NEW ORLEANS, LA | 1 | 10 | n/a | no |
| SHAYNA LYNNE HARVEY | Certified Financial Planner|Chartered Financial Consultant | Havertown, PA | NEW ORLEANS, LA | 0 | 26 | 4 | no |
| Benjamin Conrad Baehr | n/a | Havertown, PA | NEW ORLEANS, LA | 0 | 12 | 1 | no |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | n/a | 1 | 0 | 0 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| INSIGHT TOTAL STEWARDSHIP | 2 | Jul 30, 2026 | Aug 13, 2026 | HAVERTOWN, PA | Team lift out | Other | 100.0% |