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David William Huff

Dw Huff Advisory

Chalmette, LA

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Current Employers
Dw Huff Advisory

908 W Judge Perez Dr Suite C, Chalmette, LA 70043 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-23
  • LA RA
    APPROVED
    Since 2024-08-23

Branch Locations

908 W Judge Perez Dr Suite C, Chalmette, LA 70043 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
H.D. Vest Investment Services Metairie LA 08/2001 06/2017
H.D. Vest Advisory Services Meraux LA 01/2004 06/2017
Nunez Community College Chalmette LA 11/2015 06/2019
David W Huff Llc Dba Dw Huff Advisory Service Chalmette LA 09/2022 Present
Dw Huff Consulting Chalmette LA 06/2019 Present
Person Huff Cpa Group Chalmette LA 01/2008 10/2016
  • 08/2001 → 06/2017
    H.D. Vest Investment Services
    Metairie, LA
  • 01/2004 → 06/2017
    H.D. Vest Advisory Services
    Meraux, LA
  • 11/2015 → 06/2019
    Nunez Community College
    Chalmette, LA
  • 09/2022 → Present
    David W Huff Llc Dba Dw Huff Advisory Service
    Chalmette, LA
  • 06/2019 → Present
    Dw Huff Consulting
    Chalmette, LA
  • 01/2008 → 10/2016
    Person Huff Cpa Group
    Chalmette, LA
Previous Registrations
  • 2004-01-20 → 2017-06-07
    Avantax Advisory Services
    Meraux , LA
Other Businesses

Since June 2019 David Huff is the owner of DW Huff Consulting (public accounting firm). In this position, David Huff provides tax accounting services to individuals and businesses. He devotes approximately 60% of his time during trading hours to this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-01-28
S65 Uniform Investment Adviser Law Examination 2000-10-05
  • S63 Uniform Securities Agent State Law Examination
    2006-01-28
  • S65 Uniform Investment Adviser Law Examination
    2000-10-05
Designations
Other Names
  • David William Huff

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · CHALMETTE, LA
ARKADIOS WEALTH ADVISORS · CHALMETTE, LA
EDWARD JONES · CHALMETTE, LA
J.P. MORGAN SECURITIES LLC · New Orleans, LA
OSAIC WEALTH, INC. · New Orleans, LA
PROSPERA FINANCIAL SERVICES, INC. · New Orleans, LA
EDWARD JONES · NEW ORLEANS, LA
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