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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1001 Us Highway 1 Suite 101, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Securities, Llc | Pittsburgh | PA | 01/2007 | Present |
| Mid Atlantic Financial Management | Pittsburgh | PA | 01/2007 | 11/2021 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)OBGYN PROPERTY GROUP, LLC~NON INVESTMENT RELATED~770 NORTHPOINT PKWY, WEST PALM BEACH, FL~COMMERCIAL/MEDICAL OFFICE~CO-OWNER/INVESTOR~JULY 2013~0HRS PER MONTH~NO DUTIES AT THIS TIME WITH THIS BUSINESS - - - - - - - - - - - - - - - 2)FIXED/TERM INSURANCE SALES~NON INVESTMENT RELATED~759 S. FEDERAL HWY, SUITE 207, STUART, FL 34994~UNSOLICITED TERM LIFE SALES~AGENT~JUNE 2001~1HR PER MONTH~1HR PER MONTH DURING MARKET~SALES USUALLY COME UNSOLICITED FROM THE CLIENT ON ADVICE FROM THEIR TAX ADVISOR OR ESTATE PLANNER - - - - - - - - - - - - - - -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-08 |
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