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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
301 Yamato Road Suite 3150, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Boca Raton | FL | 11/2009 | 05/2019 |
| Independent Financial Partners | Boca Raton | FL | 02/2013 | Present |
| Ifp Securities, Llc | Boca Raton | FL | 05/2019 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2024 | Present |
(1) 10/21/2009: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent - fixed annuities, term life, disability, ltc (2) 08/18/2014: Ulin & Co. Wealth Management - DBA - Investment Related - 301 Yamato Road, Ste 3150, Boca Raton, Florida 33431 - Start 08/07/2014 - 200 Hr/Mo; 160 Hour(s) During Securities Trading (3) 08/03/2016: Ulin & Co. Wealth Management - Non-Variable Insurance - Investment Related - 301 Yamato Road, Ste 3150, Boca Raton, Florida 33431 - Start 07/27/2016 - 4 Hr/Mo; 2 Hour(s) During Securities Trading - LTC Insurance (4) 03/28/2024: Ulin & Co. Wealth Management - DBA for NewEdge Advisors, LLC - Investment Related - Investment Advisor Representative - 301 Yamato Road, Ste 3150, Boca Raton, Florida 3343 - 100% of time is spent on this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-20 |
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