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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-01
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2007 → Present
    Newedge Securities, Llc
    Pittsburgh, PA
  • 01/2007 → 11/2021
    Mid Atlantic Financial Management
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2007-01-12 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Jupiter, FL
    Jupiter, FL
  • 2003-07-01 → 2007-01-16
    Gainesville, FL
    Stuart, FL
  • 2001-04-16 → 2003-07-01
    Prudential Equity Group, Llc
    Stuart, FL
Other Businesses

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 - - - - - - - - - - - - - - -

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-23
S63 Uniform Securities Agent State Law Examination 2001-05-08
  • S65 Uniform Investment Adviser Law Examination
    2001-05-23
  • S63 Uniform Securities Agent State Law Examination
    2001-05-08

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