James Houssiere Dupuis

Employer firm

Summit Financial Wealth Advisors CRD 171278

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1980 → 12/2020
  Wright, Moore Dehart, Dupuis, & Hutchinson, Cpa
  Lafayette, LA
• 09/2009 → 04/2025
  Lpl Financial, Llc
  Lafayette, LA
• 04/2025 → Present
  Summit Financial Wealth Advisors
  Lafayette, LA

Previous Registrations

• 2012-06-29 → 2025-05-05
  Lpl Financial Llc
  Lafayette, LA
  Lafayette, LA
  Biloxi, MS
  Lafayette, LA
  Biloxi, MS
  St. Louis, MO

Other Businesses

1) Stanton Properties, LLC ( commercial rental real estate ), Investment-Related, 202 Stanton Drive Broussard LA 70518. Start date-07/15/2016. I am the managing member of the LLC that owns and leases an industrial building since 2016 through the present. I spend approximately 5 hours/month. 2) 301 Breakwater, LLC ( commercial rental real estate ), Investment-related, located at 301 Breakwater Drive, Lafayette, LA 70501. I am the managing member of the LLC that owns and leases an industrial building since 2014 through present. I spend approximately 5 hours/month. 3) DJ Team, LLC ( Investment-related ). Home based. Started 09/03/2018. This entity owns securities held in brokerage account and notes secured by mortgages on real estate. It is operated from my home address and I spend approximately 10 hours/month on this venture.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-02