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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-12-04 |
| MA | RA | APPROVED | 2023-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Andover | MA | 07/1998 | 11/2020 |
| Tiaa | Andover | MA | 07/1998 | 11/2020 |
| The Foundry Financial Group, Inc. | Durham | NH | 11/2020 | 03/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2020 | 03/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2023 | Present |
1). NewEdge Advisors, LLC-DBA for Tenured Advisors (RIA)-Investment Related-Investment Advisor Representative-Start: 03/2023-100% of time devoted to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-21 |
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