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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-09-23 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
500 West Putnam Avenue Ste 400, Greenwich, CT 06830 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ansonia | CT | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ansonia | CT | 11/2016 | 09/2021 |
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 09/2021 | Present |
1) 09/2021 Harmony Advisors Group - DBA for NewEdge Securities, Inc.- business - Investment related - at reported business location(s) - start date 09/23/2021 - as a registered representative i provide commission based securities services - 20 hours per month is spent on this activity. 2) 09/2021 Harmony Advisors Group - DBA for investment advisory business through NEA - Investment related - at reported business location(s) - as an investment advisor representative I provide investment advisory services and advice - started 09/23/2021 - 100% time spent on this activity 3) Campus Cover Pro Services 365*Yes Invest*Chester, NY *5/1/24*Advisory Board Member at Large*Assist Board in Business Development and Capital Raise*2 Hr trade/2 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-14 |
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