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Lena Satge Ormond

Summit Financial Wealth Advisors

Monroe, LA

Lafayette, LA

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Current Employers
Summit Financial Wealth Advisors

1021 E. St. Mary Blvd., Lafayette, LA 70503 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2016-09-15
  • LA RA
    APPROVED
    Since 2016-09-15

Branch Locations

1890 Hudson Circle Suite 1, Monroe, LA 71201 • United States

1021 E. St. Mary Blvd., Lafayette, LA 70503 • 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
Summit Financial Wealth Advisors Lafayette LA 10/2015 Present
Other Businesses

(1) Insurance (2) LSatge LLC; INVESTMENT RELATED: NO ; ADDRESS: 143 Bartholomew Drive, Sterlington, LA 71280; NATURE OF BUSINESS: Holding Company START DATES 01/2024; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: MINIMAL; APX NUMBER OF HOURS DURING TRADING HOURS NONE; BRIEF DESCRIPTION OF DUTIES: holding company for partial ownership in Southerrn Asset Managers, - the management company of Summit Financial

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-15
  • S65 Uniform Investment Adviser Law Examination
    2016-09-15
Other Names
  • Lena Satge

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · MONROE, LA
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