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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-09 |
| NH | RA | APPROVED | 2024-01-08 |
| NE | RA | APPROVED | 2024-01-02 |
| NC | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5960 Fairview Rd. Suite 100-B, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Huntersville | NC | 06/2015 | 12/2023 |
| Raymond James Financial Services Advisors Inc. | Huntersville | NC | 06/2015 | 12/2023 |
| Cusimano Wealth Management, Llc | Cornelius | NC | 06/2015 | 12/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2024 | Present |
1. Mr. Cusimano conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) AssetWise Financial Group. Mr. Cusimano is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Cusimano 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. Cusimano, as a fiduciary, will act in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-04 |
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