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4782 Prosperity Street, Saint Francisville, LA 70775 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| LA | RA | APPROVED | 2018-07-23 |
Branch Locations
2400 Veterans Memorial Blvd. Ste 235, Kenner, LA 70062 • United States
4782 Prosperity Street, Saint Francisville, LA 70775 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kg&L Capital Management, Llc | New Orleans | LA | 05/2017 | 10/2017 |
| Kingfish Asset Management | New Orleans | LA | 07/2015 | Present |
| Kg Capital Management, Llc | New Orleans | LA | 07/2018 | Present |
SSM Capital Management, LLC; investment-related; 2400 Veterans Memorial Blvd., Kenner, LA 70062; Consultant and CFO to James P. Raymond Foundation; start date 10/01/2016; 8 hours per month during trading hours; duties include advising and monitoring asset allocation and risk profile and serving on the Foundation’s board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-19 |
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