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1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Wealth Advisors, Llc | Lafayette | LA | 01/2014 | Present |
1) Daniel Investments, Inc., Not Business Related, 200 Edgehill Circle, Lafayette, LA 70508 -- Forestry/Tree Farm, Partner, Start 2010 -- 2 hours per month devoted during trading hours. 2) DAVID R & KAREN DANIEL FAMILY FOUNDATION; NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMEBER; 03/28/2018; 0 HR/MONTH; NO COMPENSATION. 3) DCD DANIEL PROPERTIES, NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; PARTNER; 02/13/2019; 0 HR/MONTH; NO COMPENSATION. 4) BDKK FAMILY PROPERTIES, NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMBER; 02/13/2019; 0 HR/MONTH; NO COMPENSATION. 5) DAVID R & KAREN DANIEL FAMILY LLC, NOT INVESTMENT RELATED; 200 EDGEHILL CIR LAFAYETTE, LA 70508; CHARITY OR NON-PROFIT ORGANIZATIONS; MEMEBER; 02/13/2019; 0 HR/MONTH; NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-16 |
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