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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2 Acadiana Court, Beaumont, TX 77706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Beaumont | TX | 09/2004 | 06/2022 |
| Raymond James Financial Services Advisors Inc. | Beaumont | TX | 03/2009 | 06/2022 |
| Toccoa Investors, Llc | Beaumont | TX | 03/2011 | 12/2018 |
| Cavett Family Limited Partnership, Llp | Beaumont | TX | 03/2011 | 06/2022 |
| Ltc Financial Services, Llc | Beaumont | TX | 07/2010 | 06/2022 |
| Pixelflow Llc | San Mataeo | CA | 05/2011 | 06/2022 |
| Beaumont Toccoa Properties, Ltd. | Beaumont | TX | 06/2013 | 12/2017 |
| Beaumont Toccoa Property Managers, Llc | Beaumont | TX | 06/2013 | 12/2017 |
| Toccoa Advisors, Llc | Beaumont | TX | 07/2010 | 12/2018 |
| Ascent Oil & Gas Consultants, Llc | Beaumont | TX | 09/2015 | 12/2021 |
| N/A | Breckenridge | CO | 08/2014 | 06/2022 |
| Rental Real Estate - 2405 Hazel | Beaumont | TX | 08/2011 | 06/2022 |
| Hotaling Group | Beaumont | TX | 04/2017 | 12/2021 |
| Insurance & Goal Planning Systems Llc | Beaumont | TX | 01/2018 | 12/2021 |
| Finrad, Llc | Beaumont | TX | 11/2018 | 06/2022 |
| Secretum, Llc | Beaumont | TX | 07/2021 | 06/2022 |
| Crw Properties, Llc | Beaumont | TX | 07/2021 | 06/2022 |
| Financial Advising 360 | Beaumont | TX | 01/2020 | 06/2022 |
| Newedge Advisors | New Orleans | LA | 07/2022 | Present |
| Newedge Securities, Inc | Pittsburgh | PA | 07/2022 | Present |
Mr. Cavett is a registered representative with NewEdge Securities, LLC ("NES"). Member FINRA/SIPC. In such capacity, he may sell securities through NES and receive normal and customary commissions as a result of such purchases and sales. The client is under no obligation to purchase or sell securities on a commissionable basis. In addition, he may receive other compensation such as mutual fund or money market 12b-1 fees and variable annuity trails. The potential for receipt of commissions and other compensation gives an incentive to recommend investment products based on the compensation received, rather than on the client's needs. To address this, disclosure is made to the client at the time a brokerage account is opened through NES, identifying the nature of the transaction or relationship, the role to be played by NES and Mr. Cavett, and any compensation (e. g., commissions, 12b-1 fees) to be paid by the client and/or received by the registered representative. Mr. Cavett is a deacon at Riverside Church. Mr. Cavett devotes 2 hours per month to this activity, with zero hours during trading hours. Mr. Cavett is a board member at Veritas Classical Academy. Mr. Cavett devotes 8 hours per month to this activity, with zero hours during trading hours. Mr. Cavett is the owner of SET Aviation, which is a real estate holding entity that owns a rental hangar at Beaumont Municipal Airport. Mr. Cavett devotes zero hours to this activity during trading hours. Mr. Cavett is the director of Beaumont PCA Church. Mr. Cavett devotes zero hours to this activity during trading hours. Mr. Cavett is a partner at LTC Financial Services, which is a partnership with Ron Legnion, Larry Turner, Cliff Cavett, Ellen Reynard, and Angie White. It is a pass-thru entity to receive fees from Beaumont Wealth Advisors. Mr. Cavett is a co-owner of CRW Properties, LLC, which is an entity set up for the ownership of property related to Beaumont Wealth Advisors. Ellen Reynard and Angie White are also owners. LTC Financial Services pays monthly rent to the entity for the use of the building. Mr. Cavett is the general partner of Cavett Family Limited Partnership, an asset protection entity. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is a director of Cavett GP Managers, LLC, an asset protection entity. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is the director of Finrad, LLC; fees received from investment practice are nomineed to this entity. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is a 1/3 owner of CTW Enterprises Ltd, a real estate entity. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is the owner of Gig Em On Glade, LLC, a holding LLC for property. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is the manager of Cavett Wealth Managers, LLC, the general partner of The Joshua & Lauren Cavett, LP. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is the manager of Cavett 5 Solas, LLC, an entity that owns investment properties. Mr. Cavett devotes his time to this activity outside of trading hours. Mr. Cavett is the Owner of Secretum, LLC. This is a holding entity for cryptocurrency. Mr. Cavett is 100% owner of this entity and devotes 2-4 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-28 |
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