Slade Mccoll Simons

Current Employers

Employment History

• 01/2007 → 06/2024
  Lpl Financial Llc
  Metairie, LA
• 01/2007 → Present
  Gulf Coast Bank
  Metairie, LA
• 06/2024 → Present
  Arkadios Capital
  Atlanta, GA
• 06/2024 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2007-01-30 → 2024-06-25
  Lpl Financial Llc
  Baton Rouge, LA
  Metairie, LA
  Fort Mill, SC
  Metairie, LA
  Terrytown, LA
  Harvey, LA
• 2004-01-30 → 2007-02-07
  Citigroup Global Markets Inc.
  Dallas, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1. Gulf Coast Wealth Management LLC, Is Investment Related, 1825 Veterans Boulevard, Metairie, La, Metairie, LA, 70005, Insurance - Fixed Annuity, Life, LTC, Member, Started 8/20/2025,5 hours per month,1 hour per month during trading hours, Salary Compensation, Outside insurance sales. DBA Gulf Coast Wealth Management. 2. Direct to carrier - INV REL - 1825 Veterans Blvd, Metairie, La 70005 - Non-Variable Insurance - Start 09/07/2016 - 5 Hr/Mo; 5 Hour(s) During Securities Trading - INS TYPES: Life, Health, DI, LTC, Fixed Annuities. 3. First Baptist New Orleans, Is Not Investment Related, 5290 Canal Blvd, New Orleans, LA, 70124, Church, Deacon, 6/1/2010, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation, I am a deacon at FBNO. My role is to serve the congregation in their ministry efforts and be of help to the church's pastor and staff in carrying out their ministry efforts to the congregation. 4. Gulf Coast Bank and Trust Company - Financial Institution Duty - Executive VP - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2007 - 5 Hours Per Month/ During Trading 5. GPOA Foundation, Is Not Investment Related, 919 St. Charles Ave, , New Orleans, LA, 70130, Non-Profit, Board Member, started 5/22/2016, 1 hours per month,1 hour per month during trading hours, GPOA is a grant making organization. 6. First Baptist Church New Orleans Foundation, Is Not Investment Related, 5290 Canal St, New Orleans, LA, 70130, Non Profit, Board Member, 8/24/2023, 1 hour per month, 1 hour per month during trading hours, No Compensation Compensation, First Baptist New Orleans Foundation is an entity that owns the property and building of First Baptist New Orleans. The Foundation also has financial assets that are used to serve the mortgage on the FBNO building. The Foundation assets are invested with professional money managers and the board reviews the account and investment policy with the professional money managers. I am not the advisor on any of the assets and I have no access to any of the funds. There are 9 members of the board and a majority of votes is required to approve a decision. My role is to make sure the assets of the foundation are well cared for. 7. First Baptist Church New Orleans, Is Not Investment Related, 5290 Canal St, New Orleans, LA, 70119, Finance Committee of the church, Volunteer Committee Member, 5/31/2024, 2 hours per month, 2 hours per month during trading hours, No Compensation Compensation, I am one of nine members of the church's finance committee. The committee works with the pastor and church staff in developing a budget and helping them to stay on task within budget throughout the year. I have no access to any funds and no authority to transact any business on behalf of the church. No one on the committee does. All decisions require a majority vote. 8. Louisiana Association of Business and Industry, Is Not Investment Related, 500 Main St, , Baton Rouge, LA, 70801, Non-Profit, Board Member, 3/7/2024, 2 hours per month, 2 hours per month during trading hours, LABI is the state's chamber of commerce. 9. Baptist Community Ministries, Is Not Investment Related,1320 St. Charles Ave, , New Orleans, LA, 70130, Non-Profit, Board Member, Started 11/1/2014, 3 hours per month, 2 hours per month during trading hours. 10. Gulf Coast Wealth Management, Is Investment Related, 1825 Veterans Boulevard, Metairie, La, Metairie, LA, 70005, DBA business, Exec VP Wealth Management, 8/20/2025, 100 hours per month, 100 hours per month during trading hours, Salary Compensation, I am the bank executive responsible for this division of the bank.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-28
• S63 Uniform Securities Agent State Law Examination
  1995-03-16