MA
Myrna E. Arroyo
PROGENY WEALTH MANAGEMENT LLC
Baton Rouge, LA 70809
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CRD#: 7461717
MA
Professional summary
Myrna Elisa Arroyo, who also goes by Myrna Elisa Elisa, is a registered financial advisor currently at PROGENY WEALTH MANAGEMENT LLC located in Baton Rouge, Louisiana.
Myrna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Myrna has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Myrna Elisa Elisa
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Myrna E. Arroyo LLC dba Progeny Law Firm; Attorney; Investment related: No; 4459 Bluebonnet Blvd Ste A Baton Rouge LA 70817 USA; Duties: Managing Attorney; 2002-08-02; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 80; 2. Progeny Title LLC; Attorney; Investment related: No; 4459 Bluebonnet Blvd Ste B Baton Rouge LA 70809 USA; Title insurance agency offering real estate settlement services for closings on residential and commercial property.; Duties: Examination of Title Abstracts, issuing of title opinions and policies. Myrna owns 50% of this business.; 2020-12-02; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; 3. Roux Wine Tours LLC; Owner; Investment related: No; 17942 Lake Iris Ave Baton Rouge Louisiana 70817-7576 United States; Travel agency; Duties: book travel; 2013-06-10; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5; 4. Equity National Title; Attorney; Investment related: No; 4455 Bluebonnet Blvd Ste A Baton Rouge LA 70809 USA; Title insurance company; Duties: title examination; 2022-08-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 2; 5. Equity National of Louisiana; Title: Attorney; Investment related: No; 4459 Bluebonnet Blvd Baton Rouge LA 70809 United States; Title company issuing title insurance in Lousiana; Duties: Review title abstracts and sign title insurance policies.; 2020-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; 6. INSURANCE AGENT; AGENT; INVESTMENT RELATED: YES; 4459 BLUEBONNET BLVD BATON ROUGE LA 70809 USA; LICENSED INSURANCE AGENT FOR LIFE INSURANCE AND ANNUITIES.; OFFER INSURANCE QUOTES TO CLIENTS AS NEEDED.; 2022-09-15; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 2;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 2;
CRS (Client Relationship Summary) - RIA
Click below to view Myrna Elisa Arroyo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2022 - Present
PROGENY WEALTH MANAGEMENT LLC
Office #1: 4459 Bluebonnet Blvd Building 1, Ste A, Baton Rouge, LA 70809RIA
CRD#: 317458
Baton Rouge, LA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(1/7/2022)
IAR
Texas(3/14/2024)
Current Firm
PW
PROGENY WEALTH MANAGEMENT LLC
PROGENY WEALTH MANAGEMENT LLC
CRD#: 317458 / SEC#:
Louisiana
Registered Investment Advisory firm - (1/10/2022 Approved)Texas
Registered Investment Advisory firm - (3/14/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4459 Bluebonnet Blvd Building 1, Ste A, Baton Rouge, LA 70809
Mailing Address
Phone number
(225) 465-1090
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 8,865,968 |
Red Flags
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Company Information
PROGENY WEALTH MANAGEMENT LLC
CRD#: 317458Baton Rouge, LA 70809TRUST BUT VERIFY
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