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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salina | KS | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salina | KS | 11/2016 | 02/2021 |
| Mid Atlantic Capital Corporation | Salina | KS | 02/2021 | Present |
| Goss Advisors | Salina | KS | 02/2021 | Present |
1)FINK FARMS, LLC~NON INVESTMENT RELATED~435 1700 RD, ABILENE, KS 67410~FARMING~CO-OWNER~JAN 2016~1 HR PER MONTH~0 HRS PER MONTH DURING MARKET~I OCCASIONALLY SIGN LEGAL DOCUMENTS, RUN AN ERRAND FOR MY HUSBAND TO PICK UP PARTS ON THE WEEKEND OR AFTER WORK, MAKE MEALS FOR THE HARVEST CREW - - - - - - - - - - - - - - - 2)NewEdge Advisors~INVESTMENT RELATED~858 CAMP STREET NEW ORLEANS, LA 70130~RIA, ADVISORY~RIA, ADVISORY~MAR 2021~160HRS PER MONTH~130HRS PER MONTH DURING MARKET~RIA DUTIES-WORKING DIRECTLY WITH CLIENTS TO BUILD FINANCIAL PLANS. 3). March 2021- First Harvest Wealth Management Group. - Investment Related - At Reported Business Location(s) - DBA for NewEdge Securities, Inc. Business - As a registered representative of NewEdge Securities, Inc. I conduct commission based securities business as a broker dealer agent, I spend 1 hour per month during trading hours on this activity. 4)First Harvest Wealth Management Group*Yes Invest*Salina, KS*Partner*Financial Advisor, Investment Management*2/21/21*176+ per mnth/143 Hrs*Help clients by planning for retirement and various financial goals, tax planning, and manage investments accordingly. 5. Precinct Committeewoman* No Inest*Abilene, KS *Voting Precinct Committeewoman - if a current State Senator or Representative resigns during their term and there is no special election, the Precinct Commitee members vote for the replacement*5/30/25*Precinct Committeewoman*If a current Kansas State Senator or Representative resigns during their term and there is no special election, the as a Precinct Commitee member I will place a vote for the replacement.*1 Hr trade/1 non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-17 |
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