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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| CO | RA | APPROVED | 2021-11-01 |
| FL | RA | APPROVED | 2021-11-01 |
| NJ | RA | APPROVED | 2021-11-01 |
| PA | RA | APPROVED | 2021-11-01 |
| VA | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
6000 Town Center Blvd Suite 148, Canonsburg, PA 15317 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corporation | Canonsburg | PA | 11/2009 | Present |
| Mid Atlantic Financial Mangement, Inc. | Pittsburgh | PA | 11/2009 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | Present |
1)OXYGEN FINANCIAL~NON INVESTMENT RELATED~11680 GREAT OAKS WAY, SUITE 175, ALPHARETTA, GA 30022~FIXED INSURANCE~APPT. ADVISOR~START DATE NOV 2009~10HRS PER MONTH~10HRS PER MONTH DURING MARKET~USE THEM AS GENERAL AGENT FOR FIXED INSURANCE- - - - - - - - - - - - - - - - - - - - - - - 2)3 Rivers Wealth Management Group - DBA for investment advisory business through NEA~Investment Related~6000 Town Center Blvd, Suite 148, Canonsburg, PA 15317~Financial Planning Firm~Advisor/Owner~November 2009~160HRS per month~160HRS per month during the market~financial planning firm, retirement plan consulting, wealth management 3)FIG - Financial Independence Group*No Invest*Cornelius, NC*Producer*Fixed insurance*5/28/14*8 per mnth/8 trade*I use FIG as a general agency for fixed insurance. 4)AGORA Health Insurance*No Invest*Sewickley, PA*Producer*Health Insurance within PA*5/28/24*1 Per mnth/1 Trade*I no longer actively solicit health insurance clients. I am simply receiving my renewal commissions for past business from AGORA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-17 |
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