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Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
| CO | RA | APPROVED | 2025-09-03 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Denver | CO | 02/2001 | 08/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 02/2001 | 08/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 09/2025 | Present |
Ms. Bonilla conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Generate Wealth, LLC. Ms. Bonilla is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-26 |
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