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Inactive

Thomas Cade Taylor

Capital South Wealth Management, LLC

Baton Rouge, LA

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Current Employers
Capital South Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-13
  • LA RA
    APPROVED
    Since 2024-08-13

Branch Locations

6513 Perkins Road Suite 106, Baton Rouge, LA 70808 • 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
Capital South Wealth Management, Llc Baton Rouge LA 08/2024 Present
Full Time Student Baton Rouge LA 08/2013 05/2024
Ouachita Parish Clerk Of Court Monroe LA 08/2017 08/2019
Moebiz Monroe LA 04/2020 01/2021
P&S Surgical Hospital Monroe LA 01/2021 08/2023
Drax Biomass Monroe LA 08/2023 04/2024
Capital South Wealth Management, Llc Baton Rouge LA 05/2024 08/2024
  • 08/2024 → Present
    Capital South Wealth Management, Llc
    Baton Rouge, LA
  • 08/2013 → 05/2024
    Full Time Student
    Baton Rouge, LA
  • 08/2017 → 08/2019
    Ouachita Parish Clerk Of Court
    Monroe, LA
  • 04/2020 → 01/2021
    Moebiz
    Monroe, LA
  • 01/2021 → 08/2023
    P&S Surgical Hospital
    Monroe, LA
  • 08/2023 → 04/2024
    Drax Biomass
    Monroe, LA
  • 05/2024 → 08/2024
    Capital South Wealth Management, Llc
    Baton Rouge, LA
Other Businesses

JONES CREEK AREA BUSINESS ASSOCIATION; NOT INV REL; BATON ROUGE, LA; NON-PROFIT BUSINESS ASSOC; CO-CHAIR MEMBERSHIP COMMITTEE; START 09/2024; WELCOME NEW MEMBERS AND FACILITATE MEMBER COMMUNICATION; 1% OF TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-15
  • S65 Uniform Investment Adviser Law Examination
    2024-07-15
Other Names
  • Cade Taylor

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

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