Paul Gerald Guidry

Current Employers

Summit Financial Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2022-10-25
TX	RA	APPROVED_RES	2022-10-25

LA RA
APPROVED

Since 2022-10-25
TX RA
APPROVED_RES

Since 2022-10-25

Branch Locations

Slidell, LA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Industrial Management Group, Inc.	Belle Chesse	LA	02/1987	Present
Triad Advisors	Peachtree	GA	05/2010	10/2022
Adg Wealth Management, Llc	Metairie	LA	01/2012	10/2022
Summit Financial Wealth Advisors	Lafayette	LA	10/2022	Present

02/1987 → Present

Industrial Management Group, Inc.

Belle Chesse, LA
05/2010 → 10/2022

Triad Advisors

Peachtree, GA
01/2012 → 10/2022

Adg Wealth Management, Llc

Metairie, LA
10/2022 → Present

Summit Financial Wealth Advisors

Lafayette, LA

Previous Registrations

2010-10-26 → 2022-10-24

Adg Wealth Management Group, Llc

Metairie, LA

Slidell, LA

Other Businesses

1) SMALL BUSINESS CONSULTING AND MANAGEMENT; NOT INVESTMENT RELATED; MANAGEMENT & CONSULTING TO CLOSELY HELD BUSINESSES; SOLE MEMBER/MANAGER-100% OWNER;1986;10 HRS/MONTH;1 HRS DURING TRADING; 2) AGPG, LLC; not investment related;1784 Marina Drive, Slidell, LA 70458; LLC acting as holding company for recreational fishing boat with no daily activity; Member/Manager; 5/23/2022;0 hrs/month;0 hrs during trading; file annual tax filings to maintain the LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-12-16
S63	Uniform Securities Agent State Law Examination	1992-11-06

S65 Uniform Investment Adviser Law Examination

2008-12-16
S63 Uniform Securities Agent State Law Examination

1992-11-06

Other Names

Paul G Guidry

View on SEC IAPD