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Raymond Kenzie Jenkins

Live Oak Wealth Management, LLC

Covington, LA

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Current Employers
Live Oak Wealth Management, Llc

7020 Hwy 190 Suite A, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APP_PEND_IARCE 2026-01-01
LA RA APPROVED 2020-02-03
  • MS RA
    APP_PEND_IARCE
    Since 2026-01-01
  • LA RA
    APPROVED
    Since 2020-02-03

Branch Locations

7020 Hwy 190 Suite A, Covington, LA 70433 • 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
Securities America, Inc. Covington LA 09/2016 02/2020
Securities America Advisors Covington LA 09/2016 02/2020
Live Oak Financial Group, Llc Covington LA 09/2016 Present
Edward Jones Covington LA 03/2007 09/2016
Live Oak Wealth Management, Llc Covington LA 02/2020 Present
Purshe Kaplan Sterling Investments, Inc Albany NY 02/2020 05/2024
Weinsuresmart, Llc Covington LA 08/2023 Present
  • 09/2016 → 02/2020
    Securities America, Inc.
    Covington, LA
  • 09/2016 → 02/2020
    Securities America Advisors
    Covington, LA
  • 09/2016 → Present
    Live Oak Financial Group, Llc
    Covington, LA
  • 03/2007 → 09/2016
    Covington, LA
  • 02/2020 → Present
    Covington, LA
  • 02/2020 → 05/2024
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
  • 08/2023 → Present
    Weinsuresmart, Llc
    Covington, LA
Previous Registrations
  • 2016-09-02 → 2020-02-03
    Securities America Advisors, Inc.
    Covington, LA
  • 2007-04-26 → 2016-09-01
    Covington, LA
    St Louis, MO
    Covington, LA
    Abita Springs, LA
Other Businesses

1)Live Oak Wealth Management, LLC. Investment related. 7020 Hwy 190 West, Ste A, Covington, LA 70433. Registered Investment Advisory Firm. Financial Planner. 01/2020. 100 hrs/mnth. 100 hrs/trading hrs. I function as an investment advisor in the management of fee based managed accounts on discretionary basis, currently being held at TD Ameritrade. 2)FIXED INSURANCE. INVESTMENT RELATED. 7020 HIGHWAY 190, SUITE A, COVINGTON LA 70433. NATURE OF BUSINESS IS SELLING INSURANCE PRODUCT. TITLE IS AGENT. STARTED 09/2016. 10 HRS/MO DEVOTED - 10 DURING TRADING. DUTIES ARE SALES AGENT OF INSURANCE PRODUCTS. 3) WeInsure Smart, LLC; Not Investment Related; 7020 Hwy 190 West, Suite A; Property & Casualty Insurance Agency; Principle/owner/manager; 8/15/2023; 80 hrs/mo; 4hrs during trading; secure applications from prospective clients, submit those to insurers. Gather additional information if needed, provide follow up to prospective clients and to insurer. Accept payment from clients. Send payment to insurer to secure clients insurance policies. Deliver policies to insureds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-13
  • S66 Uniform Combined State Law Examination
    2007-04-13
Other Names
  • Raymond Jenkins
  • Raymond Kenzie Jenkins
  • Raymond Kenzie Jenkins

View on SEC IAPD

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