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CRD 170693
GONZALES, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JESSE BRIAN RODRIGUE | n/a | GONZALES, LA | 12 | 12 | n/a | no |
| Victoria Michel Varisco Lulich | n/a | GONZALES, LA | 4 | 10 | n/a | no |
| TAYLER ANN HEBERT | n/a | BATON ROUGE, LA | GONZALES, LA | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| RODRIGUE, JESSE, BRIAN | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | yes | 06/2014 | Mar 29, 2021 | Mar 14, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $238M | $238M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $189M | $189M | 4 | 3 | 1 | n/a | n/a |
| 2023 | Mar 14, 2024 | $151M | $151M | 4 | 3 | 1 | n/a | n/a |
| 2022 | Mar 13, 2023 | $126M | $126M | 4 | 3 | 1 | n/a | n/a |
| 2021 | Mar 18, 2022 | $138M | $138M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $238M | $189M | 25.9% | $126M | 23.7% | 5 | 4 | 0 | 1 |