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Lawrence Michael Tuskey

Wealthview Capital, LLC

New Orleans, LA

Jackson, MS

CRD 8097902

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Employer firm

Wealthview Capital, LLC CRD 149476

$319M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Wealthview Capital, Llc

4500 I-55 North, Suite 263, Jackson, MS 39211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-11
LA RA APPROVED 2025-06-02
AL RA APPROVED 2025-05-20
MS RA APPROVED 2025-05-20
TX RA APPROVED 2025-05-20
  • CO RA
    APPROVED
    Since 2025-06-11
  • LA RA
    APPROVED
    Since 2025-06-02
  • AL RA
    APPROVED
    Since 2025-05-20
  • MS RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED
    Since 2025-05-20

Branch Locations

One Canal Place 365 Canal Street Suite 1190, New Orleans, LA 70130 • United States

4500 I-55 North, Suite 263, Jackson, MS 39211 • 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
Wealthview Capital, Llc New Orleans LA 11/2021 Present
Pan - American Life Insurance Group New Orleans LA 09/2018 10/2021
Unemployed New Orleans LA 05/2018 08/2018
Browngreer Plc Richmond VA 09/2010 04/2018
  • 11/2021 → Present
    Wealthview Capital, Llc
    New Orleans, LA
  • 09/2018 → 10/2021
    Pan - American Life Insurance Group
    New Orleans, LA
  • 05/2018 → 08/2018
    Unemployed
    New Orleans, LA
  • 09/2010 → 04/2018
    Browngreer Plc
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
Other Names
  • Lawrence Michael Tuskey
  • Michael Tuskey
  • Lawrence Michael Tuskey

View on SEC IAPD

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