Shawna Elaine Prejean

Current Employers

Employment History

• 02/2000 → 06/2025
  Ubs Financial Services Inc.
  Lafayette, LA
• 06/2025 → Present
  Elevation Point Wealth Partners, Llc
  Lafayette, LA
• 06/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2006-07-21 → 2025-06-30
  Ubs Financial Services Inc.
  Lafayette, LA
  New Orleans, LA
  New Orleans, LA
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA

Other Businesses

1. Elevation Point Wealth Partners. Investment-related. At registered location. RIA. IAR. 05/2025. 160 hrs/month. 160 hrs during trading hrs. Financial Advisor. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 05/2025. 8 hrs/month. 8 hrs during trading hrs. Provide insurance advice based on the needs of clients. PAYZZ Capital LLC Mrs. Prejean is the Owner and Managing Member of PAYZZ Capital LLC, located at 2000 Kaliste Saloom Rd, Ste 100, Lafayette, LA 70508. Anticipated to begin on or around June 18, 2025, this LLC was established to receive her income from the advisory business and to hold her ownership interest. This activity is investment-related. Her duties are administrative, and she devotes approximately 5 hours per year, with 0 hours during securities trading hours. Family Office Partners, LLC Mrs. Prejean serves as a Board Member for Family Office Partners, LLC, at 2000 Kaliste Saloom Rd, Ste 100, Lafayette, LA 70508. This role is anticipated to begin on or around June 18, 2025. The LLC is a holding company that will own shares in Family Office Partners SPV LLC. This activity is investment-related, and her duties are minimal and administrative. She devotes approximately 0 hours per year to this activity and receives no direct compensation for this role.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-19

Other Names

• Shawna Dugas
• Shawna E Simon