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Kathryn V Davis

Pelican Investment Advisors, LLC

Baton Rouge, LA

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Current Employers
Pelican Investment Advisors, Llc

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-11
LA RA APPROVED 2021-05-17
  • TX RA
    APPROVED_RES
    Since 2023-07-11
  • LA RA
    APPROVED
    Since 2021-05-17

Branch Locations

10307 Jefferson Highway Suite A, Baton Rouge, LA 70809 • 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
Kassouf Wealth Advisors, Llc Birmingham AL 06/2008 05/2021
Kassouf & Co., P.C. Birmingham AL 06/2008 05/2021
Pelican Investment Advisors, Llc Baton Rouge LA 05/2021 Present
Previous Registrations
  • 2008-08-21 → 2021-05-17
    Kassouf Wealth Advisors, Llc
    Birmingham, AL
  • 2007-04-02 → 2008-07-07
    Morgan Stanley & Co. Llc
    Birmingham, AL
    Birmingham, AL
  • 2007-03-23 → 2007-04-02
    Morgan Stanley Dw Inc.
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-19
  • S66 Uniform Combined State Law Examination
    2007-03-19
Designations
Other Names
  • Kathryn Vittitow
  • Kathryn Elizabeth Vittitow
  • Kathryn Vittitow Davis
  • Beth Davis

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

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