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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2025-03-24 |
| NH | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sarasota | FL | 02/2001 | 10/2017 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 10/2017 | 11/2021 |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | Present |
1. Mr. Hillerich conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Crescent Wealth Partners. Mr. Hillerich is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Crescent Franchise Solutions: Not investment related - 5674 Marquesas Circle, Sarasota FL. 34233 - Succession planning for business owners - Principal - 5 to 10 hours per month are devoted to this activity during trading hours - consult with business owners on how to have a successful succession plan for their business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-09 |
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