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Current Employers
Twru Private Wealth Management, Llc

527 E. Airport Ave, Baton Rouge, LA 70806 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-07-19
LA RA APPROVED 2007-11-27
  • TX RA
    APPROVED
    Since 2012-07-19
  • LA RA
    APPROVED
    Since 2007-11-27

Branch Locations

527 East Airport Avenue, Baton Rouge, LA 70806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Twru Private Wealth Management, Llc Baton Rouge LA 09/2001 Present
Kerry G. Uffman Cpa Baton Rouge LA 09/1986 Present
Other Businesses

TWRU CPA's & FINANCIAL ADVISORS-2011-BATON ROUGE, LA- PARTNER, 20% OWNERSHIP INTEREST; INVESTMENT RELATED; ACCOUNTING & FINANCIAL PLANNING SERVICES; 160 HOURS PER MONTH

Designations
Other Names
  • Kerry G Uffman

View on SEC IAPD

Other Firms

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Other Offices

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