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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-30 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
103 Bradford Village Court, Southern Pines, NC 28387 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Advisory Partners | Southern Pines | NC | 10/2015 | 05/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2023 | Present |
Mr. Hasty is a licensed insurance agent/broker. He may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Mr. Hasty, as a fiduciary, will act in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-23 |
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