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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED_RES | 2026-02-22 |
| NY | RA | APPROVED | 2026-02-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Poughkeepsie | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 03/2020 | 02/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 02/2026 | Present |
| Newedge Advisors | New Orleans | LA | 02/2026 | Present |
1. NewEdge Advisors, LLC - DBA Seven Bridges Wealth Advisors; Investment related; Poughkeepsie, NY; Start date 02/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. NewEdge Securities, LLC - DBA Seven Bridges Wealth Advisors; Investment related; Poughkeepsie, NY; Start date 02/2026; 160 total hours; 160 trading hours; Registered Representative 3. Advanced Vision Reality LLC; Not Investment Related; Poughkeepsie, NY; real estate; owner; 05/2010; 0 total hrs; 0 trading hrs; administrative 4. Empire State University Foundation; Not Investment Related; Sarasota Springs, NY; higher education; Board Member; 05/2011; 1 total hrs; 1 trading hrs; stewardship of foundation funds 5. 7B Ventures, LLC; Not Investment Related; Poughkeepsie, NY; pass-through entity; Managing Partner; 03/2022; 5 total hrs; 0 trading hrs; Administrative oversight and ownership responsibilities 6. Fixed Insurance and Annuities*No Invest*Poughkeepsie NY *Sell Insurance and Annuities*5/1/26*4Hrs trade/4 non trade
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-15 |
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