Michael Blake Rhodes

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Newedge Advisors

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-27

TX RA
APPROVED

Since 2024-09-27

Branch Locations

12117 Bee Caves Rd Suite 220, Austin, TX 78738 • United States

858 Camp Street, New Orleans, LA 70130 • 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

Organization	City	State	From	To
Hub Investment Partners, Llc	Austin	TX	05/2005	09/2024
Newedge Advisors, Llc.	New Orleans	LA	09/2024	Present

05/2005 → 09/2024

Hub Investment Partners, Llc

Austin, TX
09/2024 → Present

Newedge Advisors, Llc.

New Orleans, LA

Previous Registrations

2022-01-04 → 2024-10-16

Hub Investment Partners, Llc

Austin, TX
2020-07-03 → 2021-12-31

Hub Investment Partners, Llc

Austin, TX
2017-03-10 → 2020-12-08

Tcg Advisors, Lp

Austin, TX

Other Businesses

Mr. Rhodes conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Everplan Wealth. Mr. Rhodes is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-01-11

S63 Uniform Securities Agent State Law Examination

2001-01-11

Designations

Certified Financial Planner

View on SEC IAPD