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Employer firm

Going Cpas & Wealth Advisors, LLP CRD 117104

$161M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Going Cpas & Wealth Advisors, Llp

2811 South Union, Opelousas, LA 70570 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-01-26
  • LA RA
    APPROVED
    Since 2024-01-26

Branch Locations

2811 South Union, Opelousas, LA 70570 • United States

1700 Kaliste Saloom Road Bldg. 5, Lafayette, LA 70508 • 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
Going, Sebastien, Fisher, And Lebouef, Llp Opelousas LA 01/2018 02/2019
Fruge Seafood Branch LA 07/2015 12/2017
Going, Sebastien, Fisher And Lebouef, Llp Opelousas LA 02/2019 01/2020
Going, Sebastien, Fisher And Lebouef, Llp Opelousas LA 01/2020 Present
Going, Sebastien, Fisher And Lebouef, Llp Opelousas LA 01/2024 Present
  • 01/2018 → 02/2019
    Going, Sebastien, Fisher, And Lebouef, Llp
    Opelousas, LA
  • 07/2015 → 12/2017
    Fruge Seafood
    Branch, LA
  • 02/2019 → 01/2020
    Going, Sebastien, Fisher And Lebouef, Llp
    Opelousas, LA
  • 01/2020 → Present
    Going, Sebastien, Fisher And Lebouef, Llp
    Opelousas, LA
  • 01/2024 → Present
    Going, Sebastien, Fisher And Lebouef, Llp
    Opelousas, LA
Other Businesses

1. GOING, SEBASTIEN, FISHER, & LEBOUEF, LLP, TAX PREPARATION/ACCOUNTING, PARTNER, 140 HOURS PER MONTH/ 6 HOURS TRADING, DUTIES: TAX PREPARATION &ACCOUNTING; 2. GSFL Real Estate, LLC, NON INVESTMENT RELATED, 2811 S.UNION ST., OPELOUSAS, LA 70570, REAL ESTATE, PARTNER,MANAGER,8/06/2021, 1 HOUR PERMONTH, 0 HOURS DURING TRADING, ENSURE RENT IS COLLECTED & MORTGAGE PAID; 3. SCOTT D HAYES CPA LLC, NON INVESTEMENT RELATED, 201 BENT TRL.,LAFAYETTE, LA 70508, ACCOUNTING FIRM OWNER, SHAREHOLDER, PRESIDENT, 8/6/2021, 1 HOUR PER MONTH, 0 TRADING HOURS, CARRY OUT ACCOUNTING ANDBUSINESS CONSULTING TASKS.

Designations
  • Personal Financial Specialist

View on SEC IAPD

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