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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
4807 Rockside Road Suite 280, Cleveland, OH 44131 • United States
858 Camp Street, New Orleans, LA 70130 • United States
3 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Independence | OH | 03/2010 | 01/2017 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 02/2017 | 11/2021 |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | Present |
1. NewEdge Advisors, LLC - DBA Partners Financial Group; Investment related; Reported business location; Start date 01/2019; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Self-Employed; Not Investment Related; Reported business location; Insurance; licensed insurance agent; 01/2019; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
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