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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-02 |
Branch Locations
409 Canal Street, Milldale, CT 06467 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-20 |
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