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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-12-26 |
| LA | RA | APPROVED | 2024-12-23 |
| ID | RA | APPROVED | 2024-12-19 |
| AR | RA | APPROVED_RES | 2024-08-19 |
| TX | RA | APPROVED_RES | 2024-03-20 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Santa Rosa Beach | FL | 09/2005 | 03/2024 |
| Raymond James Financial Services Advisors, Inc | Santa Rosa Beach | FL | 01/2009 | 03/2024 |
| Efr Llc | Bono | AR | 01/2014 | 01/2018 |
| Cbjb Inc | Santa Rosa Beach | FL | 04/2016 | 03/2024 |
| Baugh Adams Financial | Little Rock | AR | 06/2019 | 01/2024 |
| Cbjb Inc Dba Wealth Stewards | Miramar | FL | 02/2024 | 03/2024 |
| Baugh Financial | Santa Rosa Beach | CA | 05/2011 | 03/2024 |
| Newedge Advisors, Llc. | New Orelans | LA | 03/2024 | Present |
1. CBJB Investments LLC; Not Investment Related; Little Rock, AR; Real Estate Rental; Owner; 05/2023; 1 total hrs; 0 trading hrs; landlord duties 2. CBJB Inc dba Wealth Stewards; Investment Related; Little Rock, AR; support company; Owner; 05/2011; 81 total hrs; 81 trading hrs; drafting deferred compensation plans as a 3rd party administrator 3. Faithful Servants of the Trinity LLC; Not Investment Related; Bozeman, MT; holding company; Owner; 03/2013; 1 total hrs; 1 trading hrs; Holding company for sub entities 4. Four Cowboys Ranch; Not Investment Related; Bozeman, MT; Livestock Management and ranching; Co-manager; 04/2021; 10 total hrs; 1 trading hrs; livestock management and ranching 5. Two Girls Organics, LLC; Not Investment Related; Bozeman, MT; Real Estate; Co-manager; 05/2021; 1 total hrs; 1 trading hrs; being the registered agent 6. NewEdge Advisors, LLC dba Wealth Stewards; Investment Related; Bozeman, MT; Investment Advisor Representative; 03/2024; 160 total hrs; 160 trading hrs 7. Beloved Widows Support Foundation; Investment Related; Forrest City, AR; Non-profit; Director; 10/2023; 1 total hrs; 1 trading hrs; fundraising to support widows of ministers who need financial assistance and financial planning 8. BOAF, LLC DBA Birds Of A Feather; Not Investment Related; Bozeman, MT; Retail Art Sales; Custodian for minor children; 04/2025; 1 total hrs; 1 trading hrs; as the custodian are to advise and sign on the minor's behalf 9. Wealth Wise West LLC dba Wealth Wise Realty Estate Group, Wealth Wise Coastal; Not Investment Related; Tetonia, ID; Real estate; Owner/agent; 01/2026; 10 total hrs; 0 trading hrs; representing clients as a real estate agent in Idaho and Florida 10. Tru Choice Financial Insurance; Investment Related; Little Rock, AR; Insurance; Licensed Insurance Agent; 09/2024; 1 total hrs; 1 trading hrs; identifying client needs for life insurance and selling fixed policies 11. Heroes and Horses; Not Investment Related; Manhattan, MT; 501c3; Treasurer & Board Member; 06/2026; 2 total hrs; 0 trading hrs; reviewing matters pertaining to the board including growth and management, as well as voting on motions brought to the board - he does not have access to accounts or funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-02 |
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