Best Investors Account Sign in
Inactive

Patrick Sinclair Cavanaugh

Cavanaugh Wealth Management LLC

Baton Rouge, LA

Claim This Profile
Current Employers
Cavanaugh Wealth Management Llc

Baton Rouge, LA • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2026-01-06
LA RA APPROVED 2025-12-11
  • MS RA
    APPROVED
    Since 2026-01-06
  • LA RA
    APPROVED
    Since 2025-12-11

Branch Locations

Baton Rouge, LA • 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
Northwestern Mutual Investment Services, Llc Baton Rouge LA 11/2022 10/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 06/2016 10/2019
Lpl Financial Llc Baton Rouge LA 10/2019 04/2022
Cetera Advisor Networks Llc Baton Rouge LA 03/2022 11/2022
Cavanaugh Wealth Management Llc Baton Rouge LA 10/2025 Present
Previous Registrations
Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Kiwanis Club of Baton Rouge; Not investment-related; PO Box 1062, Baton Rouge, LA 70821; Civic organization that supports other non profits; Board Member; Voting on club issues as a board member of the Kiwanis Club.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-31
  • S66 Uniform Combined State Law Examination
    2016-08-31
Other Names
  • Patrick Sinclair Cavanaugh
  • Patrick Cavanaugh
  • Patrick Cavanaugh

View on SEC IAPD

More in Baton Rouge, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor