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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-14 |
| LA | RA | APPROVED | 2018-08-09 |
Branch Locations
223 East Main Street, New Iberia, LA 70560 • United States
858 Camp Street, New Orleans, LA 70130 • 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 |
|---|---|---|---|---|
| Triad Advisors Llc | Norcross | GA | 08/2018 | 07/2024 |
| Gwm Advisors Llc Dba Southern Point Investment Partners | New Iberia | LA | 07/2018 | 12/2020 |
| Lpl Financial Llc | New Iberia | LA | 07/2024 | Present |
| New Edge Advisors | New Iberia | LA | 12/2020 | Present |
| Edward D. Jones & Co., L.P. | St. Louis | MO | 07/1999 | 06/2018 |
1) 07/16/2024 - Cestia Wealth LLC - Business Entity For Tax/Investment Purposes Only - Sole owner - LA - Not investment related - 320 Hours per month - Start date: 06/01/2018. 2) 07/31/2024 - Cestia Wealth - Non-Variable Insurance - Investment Related - 3 hrs mth - 1 hr during trading - Start date: 07/31/2024 3) 08/07/2024 - Cestia Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/15/2024 - 320 Hours Per Month/ 8 Hours During Trading 4) 08/07/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/15/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5)St Peters Catholic Church Trustee*No Invest*108 East St Peter Street*trustee of church, advisory position only.*3/2/2026*advise paster on matters regarding the church business.*1 Hr trade/0 non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-07 |
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