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315 S. College Rd., Suite 205, Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-04-27 |
Branch Locations
315 S. College Rd., Suite 205, Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Lafayette | LA | 02/2016 | 09/2019 |
| Summit Financial Wealth Advisors, Llc | Lafayette | LA | 02/2016 | 01/2020 |
| Cetera Advisor Networks Llc | Lafayette | LA | 09/2019 | 12/2019 |
| Raincatcher | Denver | CO | 12/2019 | 05/2020 |
| Fidelity Investments | The Woodlands | TX | 06/2020 | 02/2021 |
| Raincatcher, Llc | Lafayette | LA | 12/2019 | 06/2020 |
| Final Ascent Wealth Advisors, Llc | Lafayette | LA | 03/2021 | Present |
I am the sole owner and managing member of Kenner Capital, L.L.C. Kenner Capital, L.L.C., is an equity owner of Final Ascent, LLC and Final Ascent Wealth Advisors, LLC. Final Ascent, L.L.C. is a business exit planning and M&A advisory firm. I am V.P. of Business Development of Final Ascent, LLC and compensated for those services. These services are non-securities related and kept entirely separate from Final Ascent Wealth Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-30 |
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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