Laurent Boumaza

Current Employers

Oakwell Private Wealth Management

3200 Steck Ave Suite 200, Austin, TX 78757 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-09-16

TX RA
APPROVED

Since 2015-09-16

Branch Locations

Austin, TX • United States

3200 Steck Ave Suite 200, Austin, TX 78757 • 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

Organization	City	State	From	To
Oakwell Private Wealth Management	Cedar Park	TX	09/2015	Present
Purshe Kaplan Sterling Investments	Albany	NY	10/2015	01/2018

09/2015 → Present

Oakwell Private Wealth Management

Cedar Park, TX
10/2015 → 01/2018

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2007-05-08 → 2015-09-17

Strategic Financial Concepts, Llc

San Antonio, TX
2008-10-31 → 2008-12-15

Osaic Services, Inc.

Austin, TX
2003-10-28 → 2008-10-31

American General Securities Incorporated

Houston, TX

Cedar Park, TX

Cedar Park, TX

Austin, TX

Other Businesses

1) Legacy CFO: No. 7719 Wood Hollow Dr. Suite 150. Austin, TX 78731.Non-Variable Insurance. Agent. Start: 09/2015. 1 hr/0 during trading. help clients assess appropriate needs and provide insurance as needed. 2) Landlord, not investment related. 13003 Meadowheath Cove, Austin, TX 78729/1001 Shadow Valley Cove, Cedar Park, TX 78616 Real estate. Landlord. start 05/2013. 1 hr/month, 0 during trading. Process lease payments monthly and send contractor as needed.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-07-22

S66 Uniform Combined State Law Examination

2002-07-22

Designations

Other Names

Lou Boumaza

View on SEC IAPD