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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-10-08 |
| FL | RA | APPROVED | 2025-10-07 |
Branch Locations
8209 Natures Way, Ste. 207, Lakewood Ranch, FL 34202 • United States
858 Camp Street, New Orleans, LA 70130 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Bradenton | FL | 12/2008 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Bradenton | FL | 05/2009 | 10/2025 |
| Cornerstone Capital Wealth | Lakewood Ranch | FL | 03/2014 | 10/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 10/2025 | Present |
| Newedge Advisors | New Orleans | LA | 10/2025 | Present |
(1)Name of Business: Cornerstone Capital Wealth Address: 8209 Natures Way Ste 207, Lakewood Ranch, FL, 34202, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 03/06/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President/CEO, corporation for tax purposes 2. Fixed Insurance Sales* Yes Invest*Lakewood Ranch FL*fixed insurance sales*sole proprietorship*8/11/1998*Wealth Advisor*financial planning with fixed and indexed annuities*5 Hrs Trade/20 Non trade 3.JL Strategic Wealth* Yes Invest*Lakewood Ranch FL*financial planning*10/2/25*Wealth Advisor*financial planning*40 Hr trade/160 Non trade 4.New Edge Advisors*Yes Invest*Lakewood Ranch FL*RIA*10/2/25*Wealth Advisor*financial planning*40 Hrs Trdae/160 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-15 |
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