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NICHOLAS CREED TRAPPEY
NIC CREED TRAPPEY
CRD#: 5538539
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Investment Adviser
PELICAN WEALTH MANAGEMENTCRD#: 289549 1900 LAMY LANE
SUITE A
MONROE, LA 71201
Registration History
2010201220142016201820202022202420262 FIRMS2012 - 2015 (3 years)IAPELICAN WEALTH MANAGEMENT (CRD# 289549)2017 - Present (7 years)IASUMMIT FINANCIAL WEALTH ADVISORS (CRD# 171278)2015 - 2017 (1 year)IACHASE INVESTMENT SERVICES CORP. (CRD# 25574)2010 - 2012 (2 years)IAUNITED PLANNERS' FINANCIAL SER... (CRD# 20804)2009 - 2010 (<1 year)
License(s)

State Registrations

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Louisiana 8/28/2017

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Texas 11/30/2017

Current Registration(s)
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PELICAN WEALTH MANAGEMENT (CRD#:289549)
1900 LAMY LANE SUITE A, MONROE, LA 71201
Registered with this firm since 8/28/2017

Previous Registration(s)
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10/05/2015 - 08/04/2017 SUMMIT FINANCIAL WEALTH ADVISORS (CRD#:171278) Monroe, LA
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09/24/2012 - 10/13/2015 FPL ASSET MANAGEMENT, LLC (CRD#:122442) MONROE, LA
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09/24/2012 - 03/24/2015 FIDUCIARY INVESTMENT CONSULTANTS, LLC (CRD#:155148) MONROE, LA
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04/15/2010 - 09/05/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) MONROE, LA
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05/04/2009 - 03/24/2010 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804) MONROE, LA
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Disclosures
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