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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-11 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
Folsom, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 05/2004 | Present |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 05/2004 | Present |
| Goss Advisors | New Orleans | LA | 11/2021 | Present |
1)CIVT~NON INVESTMENT RELATED~FOLSOM, CA 95630~VOLLEYBALL TOURNAMENT~NO OFFICIAL POSITION OR TITLE~START DATE JAN 2011~8HRS PER MONTH~0HRS PER MONTH DURING THE MARKET~BILLING, SENDING OUT FLYERS, SETTING UP THE GYMS - - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~FOLSOM, CA 95630~INSURANCE SALES~AGENT~AUGUST 2013~1HR PER MONTH~1HR PER MONTH DURING MARKET~SELLING FIXED INSURANCE SOLUTIONS TO NEW AND EXISTING CLIENTS - - - - - - - - - - 3)ALDER CREEK WEALTH MANAGEMENT~INVESTMENT RELATED~1024 IRON POINT RD, SUITE 100-1405, FOLSOM, CA 95630~WEALTH MANAGEMENT~SENIOR FINANCIAL ADVISOR/OWNER~DECEMBER 2015~35HRS PER MONTH~32HRS PER MONTH DURING MARKET~SECURITIES AND FIXED INSURANCE 4. New Edge Advisors*Folsom, CA *Yes Invest*Investment advisory services*sole proprietorship*4/11/2021*no official title*IAR*40 Hrs during market/5Hrs non trade
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 1999-04-06 |
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