Best Investors Account Sign in

Taylor Joseph Billings

Captrust

New Orleans, LA

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-06-23
  • LA RA
    APPROVED
    Since 2023-06-23

Branch Locations

601 Poydras Street, Suite 1855, 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
J.P. Morgan Chase Bank Na New York NY 07/2016 01/2020
J.P. Morgan Securities Llc New York NY 07/2016 01/2020
Southern Wealth Management, Llp New Orleans LA 03/2020 05/2023
Southern Wealth Securities, Llc New Orleans LA 03/2020 06/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2023 Present
Capfinancial Securities Llc Raleigh NC 01/2024 Present
  • 07/2016 → 01/2020
    J.P. Morgan Chase Bank Na
    New York, NY
  • 07/2016 → 01/2020
    J.P. Morgan Securities Llc
    New York, NY
  • 03/2020 → 05/2023
    Southern Wealth Management, Llp
    New Orleans, LA
  • 03/2020 → 06/2024
    Southern Wealth Securities, Llc
    New Orleans, LA
  • 05/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 01/2024 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2023-04-12 → 2023-10-25
    Southern Wealth Management Llp
    New Orleans, LA
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-12
S63 Uniform Securities Agent State Law Examination 2016-09-17
  • S65 Uniform Investment Adviser Law Examination
    2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2016-09-17

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

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

More in New Orleans, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor