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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-10-25 |
| TX | RA | APPROVED | 2023-10-25 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2440 Timber Ridge Drive Suite 103, Frisco, TX 75036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2017 |
| Triad Advisors, Inc. | Norcross | GA | 03/2017 | 10/2023 |
| Triad Hybrid Solutions, Llc | Norcross | GA | 03/2017 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2023 | Present |
1)Cantrill Financial Group;not investment related;2440 Timber Ridge Dr,Suite 103,Frisco,TX 75034;fixed insurance;president;3/2017;20 hrs/month;1 hr during trading;help clients purchase insurance 2)CFG Operations;not investment related;2440 Timber Ridge Dr,Suite 103,Frisco,TX 75034;administration of Cantrill Financial Group;president;5/3/2017;2 hrs/month;administration company whose primary function is to ensure orderly payments of compensation are sent to Cantrill Financial Group LLC 3)Tax Logix;not investment related;2440 Timber Ridge Drive,#103,Frisco,TX;tax preparation service;owner;1/16/2018;seasonal,10hrs/month;;1 hr during trading;A CPA will prepare the returns for accuracy and then I will review from a financial perspective and look for potential planning clients 4)Cantrill Realty Advisors LLC;not investment related;2440 Timber Ridge Dr,Suite 103,Frisco,TX 75034;real estate;owner;2017;2 hrs/month;0 hrs during trading;formed a limited liability company to hold my real estate investment for the company 5) NewEdge Advisors, LLC.; DBA Cantrill Financial Group {RIA} - Investment Related - Investment Advisor Representative - Start: 10/2023 - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-11 |
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