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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-27 |
| NE | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED_RES | 2024-09-18 |
Branch Locations
16430 N. Scottsdale Road Suite 200, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Scottsdale | AZ | 01/2012 | 01/2018 |
| Ldintelligence Llc | Scottsdale | AZ | 09/2017 | 09/2024 |
| Intelligence Driven Advisers, Llc | Scottsdale | AZ | 02/2019 | 09/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2024 | Present |
NewEdge Advisors, LLC - DBA LDI Advisers; Investment related; Scottsdale, AZ; Start date 09/2024; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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