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Suzanne Trappey Mestayer

Thirtynorth Investments, LLC

New Orleans, LA

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Current Employers
Thirtynorth Investments, Llc

1460 Energy Centre 1100 Poydras Street, New Orleans, LA 70163 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-01-12
LA RA APPROVED 2010-12-17
  • TX RA
    APPROVED
    Since 2011-01-12
  • LA RA
    APPROVED
    Since 2010-12-17

Branch Locations

1460 Energy Centre 1100 Poydras St., New Orleans, LA 70163 • 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
Advisean Partners, Llc New Orleans LA 06/2008 Present
Thirtynorth Investments, Llc New Orleans LA 09/2010 Present
Previous Registrations
  • 2010-09-15 → 2010-11-10
    Wealth Planners, Llc
    Baton Rouge, LA
Other Businesses

1. Pan American Life Insurance Group - Board member - Pan American is a mutual insurance company which distributes life and health insurance products across the Americas. The address is 601 Poydras St, New Orleans, La 70130. I was elected to the board in November, 2018 and devote approximately .67 days/month during trading hours to this board. My duties involve general board governance, including attending board meetings and phone calls.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-28
  • S65 Uniform Investment Adviser Law Examination
    2010-01-28

View on SEC IAPD

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