Ronald Paul Lege

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2023-05-05
TX	RA	APPROVED	2023-05-05

LA RA
APPROVED

Since 2023-05-05
TX RA
APPROVED

Since 2023-05-05

Branch Locations

Lafayette, LA • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ahrens Investment Partners, Llc	Lafayette	LA	08/2015	Present

08/2015 → Present

Ahrens Investment Partners, Llc

Lafayette, LA

Previous Registrations

2015-08-18 → 2023-05-05

Ahrens Investment Partners, Llc

Lafayette, LA
2002-10-07 → 2015-08-25

Lpl Financial Llc

Lafayette, LA

Lafayette, LA

Other Businesses

1. 10/06/03 - INVOLVED W/TAX PREPARATION 2. 11/27/2013: OTHER-LEGAL ENTITY FOR TAX/ACCOUNTING PURPOSES ONLY - RONALD P. LEGE CPA - LAFAYETTE, LA. 3. 05/05/2023: NewEdge Advisors DBA Coastal Capital Advisors; 412 Settlers Trace Blvd, Lafayette LA 70508; Investment related; Investment Advisor Representative.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-14

S66 Uniform Combined State Law Examination

2002-10-14

View on SEC IAPD