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John Louis Wonneberger

Newedge Advisors

Milldale, CT

New Orleans, LA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-01-02
  • CT RA
    APPROVED
    Since 2024-01-02

Branch Locations

409 Canal Street, Milldale, CT 06467 • 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
OrganizationCityStateFromTo
Wonneberger Business Solutions Llc (Formerly Genov And Wonneb) Cheshire CT 10/1994 02/2022
Lpl Financial Llc Shelton CT 03/2002 02/2019
Newedge Advisors, Llc. New Orleans LA 01/2024 Present
Unemployed Milldale CT 02/2022 01/2024
  • 10/1994 → 02/2022
    Wonneberger Business Solutions Llc (Formerly Genov And Wonneb)
    Cheshire, CT
  • 03/2002 → 02/2019
    Shelton, CT
  • 01/2024 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
  • 02/2022 → 01/2024
    Unemployed
    Milldale, CT
Previous Registrations
Other Businesses

NewEdge Advisors, LLC; DBA Nesso Wealth, LLC. {RIA} - Investment Related- Investment Advisor Representative - Start: 01/2024 - at reported business location. Nesso Accounting and Tax, LLC; Not investment related, but may refer or recommend investment advisory services - Tax return Preparation and bookkeeping services - Staff Accountant - Start: 06/2022 - 10% - 20% of my time during trading hours is devoted to this activity - Preparing individual and business tax returns during tax season. 1. Nesso Insurance: Life/Health Insurance Agent - Not investment related activity - Life and health sales - Insurance Agent - Less than 5% of my time is devoted to this activity during trading hours. 2. Nesso Group; Insurance Licensed Representative - 409 Canal Street, Milldale, CT 06467 - not investment related - Review insurance needs with clients and facilitate quotes, application and executed documents for client's signature - 2 hours per month re devoted to this activity. 3. NewEdge Advisors, LLC; - DBA Nesso Wealth, LLC. {RIA} - Investment Related- Investment Advisor Representative - Start: 01/2024 - at reported business location. 4. Cheshire Land Trust - 1030 S. Main Street, Cheshire, CT 06410 - Non-Profit Land Conservancy Organization - Board Member - 4 hours per month are spent on this activity during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-20
  • S66 Uniform Combined State Law Examination
    2002-06-20

View on SEC IAPD

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