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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
12 S. Broad Street Po Box 250, Lititz, PA 17543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corp | Lititz | PA | 05/2009 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | Present |
1)FIXED/TERM INSURANCE~NON INVESTMENT RELATED~12 S. BROAD STREET, PO BOX 250, LITITZ, PA 17543~INSURANCE~AGENT~SEPTEMBER 2013~2HRS PER MONTH~2HRS PER MONTH DURING MARKET~OFFER FIXED/TERM INSURANCE TO CLIENTS IF NEEDED - - - - - - - - - - - - 2)PERROTTI PARTNERS, LLC (DBA PERROTTI PARTNERS WEALTH MANAGEMENT)~INVESTMENT RELATED~12 S. BROAD STREET, PO BOX 250, LITITZ, PA 17543~FINANCIAL CONSULTING~VICE PRESIDENT~MAY 2009~160HRS PER MONTH~130HRS PER MONTH DURING MARKET~FINANCIAL CONSULTING FOR CLIENTS/OFFICE MANAGEMENT & BOOKKEEPING FOR PERROTTI PARTNERS, LLC - - - - - - - - - - - - 3)NewEdge Advisors*Yes Invest*Pittsburgh, PA*Registered Investment Advisor*7/26/24*Provide financial advice*160 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-30 |
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