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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-05-01 |
| TX | RA | APPROVED | 2024-05-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
625 Maryville Centre Suite 160, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | Clayton | MO | 01/2011 | 02/2017 |
| Jpmorgan Chase Bank Na | Clayton | MO | 01/2011 | 02/2017 |
| Raymond James & Associates | St Louis | MO | 02/2017 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | Present |
1. Tactical Wealth Management - dba NewEdge Advisors, LLC business; Investment Related - Investment Advisor Representative - Start: 05/2024 - at reported business location. 2. Lohr Wealth Management - 170 Stoneleigh Towers, St. Louis MO 63132 - Business entity for tax purposes - LLC - Owner - Start: 05/2024 - 1 hour per month is devoted to this activity during trading hours - Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-09 |
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