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7020 Hwy 190 Suite A, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2020-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
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