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Tara Minnich Fuselier

Captrust

New Orleans, LA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-06-23
  • LA RA
    APPROVED
    Since 2023-06-23

Branch Locations

601 Poydras Street, Suite 1855, New Orleans, LA 70130 • 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
Southern Wealth Management, Llp New Orleans LA 08/2005 05/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2023 Present
  • 08/2005 → 05/2023
    Southern Wealth Management, Llp
    New Orleans, LA
  • 05/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-03-04 → 2023-10-25
    Southern Wealth Management Llp
    New Orleans, LA
    Dallas, TX
Other Businesses

Broadway Bound Boosters; 5005 Sharp Rd, Madeville LA; not investment related; Booster Club; Started 11/1/2023; 2 hours monthly, 0 during trading; collect funds and file taxes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-04
  • S65 Uniform Investment Adviser Law Examination
    2017-03-04
Other Names
  • Tara Ann Minnich

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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