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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2023-10-02 |
Branch Locations
16855 W. Bernardo Dr. Suite 310, San Diego, CA 92127 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of New York Mellon Wealth Mgmnt | San Diego | CA | 02/2015 | 01/2020 |
| Goldman Sachs Personal Financial Management | Newport Beach | CA | 01/2020 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2023 | Present |
NewEdge Advisors, LLC; DBA Mitchell Financial Management {RIA}; Investment Advisor Representative; Investment Related; Start: 09/2023; at reported business location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-06 |
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