Robert Allen Dufrene

$113M regulatory AUM

Reported services (Item 5G)

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

6513 Perkins Road Suite 106, Baton Rouge, LA 70808 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-12-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Capital South Wealth Management, Llc	Baton Rouge	LA	11/2023	Present
Louisiana State University- Gordon A. Cain Center	Baton Rouge	LA	11/2019	Present
Louisiana State University- International Programs	Baton Rouge	LA	12/2017	11/2019
Louisiana State University- Physics & Astronomy	Baton Rouge	LA	07/2000	12/2017

11/2023 → Present

Capital South Wealth Management, Llc

Baton Rouge, LA
11/2019 → Present

Louisiana State University- Gordon A. Cain Center

Baton Rouge, LA
12/2017 → 11/2019

Louisiana State University- International Programs

Baton Rouge, LA
07/2000 → 12/2017

Louisiana State University- Physics & Astronomy

Baton Rouge, LA

Louisiana State University- Gordon A. Cain Center; No; Baton Rouge, LA; Education; Assistant Director; 11/2019; 80/ MO; 0/MO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-14

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