Meetings
 
Agenda Item
Docket No. 24-071
 
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RE:
Withdrawal of Advisory Opinion request from Donald Bourgeois regarding serving as the agent of record for a deferred compensation plan.
Facts:
Donald Bourgeois is a registered investment advisor with Osaic Wealth. He also works for the St. Bernard Parish Government. as the Capital Projects Supervisor. St. Bernard has a deferred compensation plan and Mr. Bourgeois asked whether he could serve as the agent of record for the deferred compensation plan.

Mr. Bourgeois has withdrawn his request for an Advisory Opinion.


Recommendations:
Approve the withdrawal of the request and close the file.
Assigned Attorney: Mallory Guillot
 
 
ATTACHMENTS:
Description:
2024-071 - AO
2024-071- Withdrawal