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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
634 Alpha Drive Suite 500, Pittsburgh, PA 15238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Allison Park | PA | 04/2003 | 08/2024 |
| Lpl Financial | Pittsburgh | PA | 08/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2024 | Present |
1) 08/22/2024 - Proxima Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)/Start Date:08/15/2024/ 160 Hrs/Mth - 8 Hrs During Trading. 2) 08/22/2024 - New Edge Advisors - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through New Edge Advisors, an independent investment advisor firm. I started this business activity in 08/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 09/16/2025 - Other - Soccer Official - Not Investment Related - Various soccer fields - Start Date:09/12/2025 - 5 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-10 |
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