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6513 Perkins Road Suite 106, Baton Rouge, LA 70808 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-09-04 |
Branch Locations
6513 Perkins Road Suite 106, Baton Rouge, LA 70808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Baton Rouge | LA | 08/2016 | 08/2019 |
| Capital South Wealth Management, Llc | East Baton Rouge | LA | 08/2016 | Present |
| Life Brokerage Llc | East Baton Rouge | CO | 01/2017 | Present |
| Capital South Wealth Management, Llc | East Baton Rouge | CO | 06/2019 | Present |
1. LIFE BROKERAGE LLC; INVESTMENT RELATED; EAST BATON ROUGE, LA; 01/2017; INSURANCE AGENT; 1 HOUR PER MONTH; 1 HOUR DURING SECURITIES TRADING 2. BAYOU FOUNTAIN ECONOMIC DEVELOPEMENT DISTRICT; NOT INV REL; BATON ROUGE, LA; 04/2026; BOARD PRESIDENT; 2 HRS PER MO; 0 HRS DUR SEC TRDG; BOARD SETUP TO ACCELERATE ECON GROWTH; FACILITATE MEETINGS. 3. LAW ENFORCEMENT AND CRIMINAL JUSTICE FOUNDATION OF LOUISIANA; NOT INV REL; BATON ROUGE, LA; 02/2023; BOARD MEMBER; 4 HOURS PER MONTH; 4 HOURS DURING SECURITIES TRADING; CONDUCT STRATEGIC PLANNING, NO ACCESS TO ORGANIZATIONAL FUNDS 4. DAYBREAK FOUNDATION; NOT INV REL; BATON ROUGE, LA; 01/2026; BOARD MEMBER; 1 HR/MO; 0 HRS DUR SEC TRDG; EDUCATE COMMUNITY ON SUICIDE PREVENTION AND MENTAL HEALTH ACCESS. 5. LA KEY ACADEMY; NOT INV REL; BATON ROUGE, LA; 09/2019; BOARD MEMBER; 1 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING; ATTEND BOARD MOEETINGS, ASSIST DIRECTOR AND PRINCIPAL WITH STRATEGIC PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-07 |
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