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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4776 Hodges Blvd., Ste 203, Jacksonville, FL 32224 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2010 | 11/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2010 | 11/2025 |
| Newedge Securities Llc | Pittsburgh | PA | 11/2025 | Present |
| Newedge Advisors | New Orleans | LA | 11/2025 | Present |
1) BLACK CREEK RETIREMENT PLANS INC, 165 WELLS ROAD, STE 406, SINCE 12/01/2014 AS OWNER/PARTNER. NIR - DEVOTES 3 HR/WK - 3/TRADING. 2) PINNACLE FINANCIAL & INSURANCE SERVICES, 7791 BELFORT PARKWAY, JACKSONVILLE, FL, 6/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4 HR/WK - 4/TRADING. 4) ALETA CAPITAL PARTNERS LLC, 4776 HODGES BLVD, STE 203, JACKSONVILLE, FL 32224 ; BEGAN 08/01/2013 ; AS PARTNER/CONSULTANT ; NOT INVESTMENT RELATED ; DEVOTES 5 HRS/WK ; NONE DURING TRADING HOURS. 5) OPEN COLLAR INVESTMENTS. JACKSONVILLE, FL. STARTED 1/2009 AS OWNER/PARTNER. I ALONG WITH MY TWO PARTNERS OWN AND OPERATE TWO RENTAL COMMERCIAL PROPERTIES THAT WE OWN EQUALLY. SPENDS 2 HR/WK, 2 HR/WK DURING TRADING. 6) 1010 XL.COM, WBOB. COM, FLORIDADAILY.COM, FLORIDA, FL, RADIO SHOW HOST, GUEST AND POD CAST GUEST, CONTRIBUTOR, 09/17/20, INV REL, 8/WK- 4/TRADING 7) RFW WEALTH ADVISORS, 4776 HODGES BLVD STE 203 JACKSONVILLE FL 32224, 03/2009, FOUNDER, DBA, NIR, 1 HR/MO 0 HR/MO TRADING 8)New Edge Advisors IAR*No Invest*Jax, FL *IAR of RIA*11/17/2025*provide clients with advisory services*40 Hrs trade/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
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