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1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-10-13 |
| TX | RA | APPROVED | 2015-10-05 |
Branch Locations
1890 Hudson Circle Suite 1, Monroe, LA 71201 • United States
1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Wealth Advisors | Monroe | LA | 10/2015 | Present |
(1)CLR Inc., owner. CLR has 12% ownership in Southern Asset Management which is the management company for Summit Financial Wealth Advisors. (2)Personal investment in 2 family partnerships (Chacalouca LLC and Lorana LLC) - Sole source of revenue from both entities consist of dividends, interest and timber sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-27 |
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