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Derek Louis Fossier

Equitas Capital Advisors,LLC

New Orleans, LA

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Current Employers
Equitas Capital Advisors,Llc

365 Canal Street Suite 3050, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-04
LA RA APPROVED 2013-04-08
  • TX RA
    APPROVED_RES
    Since 2020-04-04
  • LA RA
    APPROVED
    Since 2013-04-08

Branch Locations

365 Canal Street Suite 3050, New Orleans, LA 70130 • 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
Equitas Capital Advisors,Llc New Orleans LA 05/2009 Present
Crescent City Clearing New Orleans LA 11/2010 Present
Other Businesses

I AM A PARTIAL OWNER IN CRESCENT CITY CLEARING, WHICH IS A REAL ESTATE DEVELOPMENT COMPANY IN NEW ORLEANS, LOUISIANA. I DEVOTE APPROXIMATELY 10 HOURS A WEEK (NIGHTS AND WEEKENDS ONLY) TO THE OTHER BUSINESS. MY DUTIES INCLUDE PROPERTY RESEARCH, MANAGEMENT, AND BILL PAYMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-05
  • S65 Uniform Investment Adviser Law Examination
    2013-04-05

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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