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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Ste 200, Franklin, TN 37067 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Franklin | TN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 01/2026 |
| Newedge Securities, Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
Real Estate Ownership; Commercial; 751 Cool Springs Blvd, Suite 200Franklin, TN 37067, ,; Not Investment-Related; 07/15/2014. Independent Insurance Brokering; United Health; 04/17/2023; Health. Business Ownership; CRS Partners LLC; Member; Not a business... Passthrough LLC for payroll; 751 Cool Springs Blvd, Suite 200, Franklin, TN 37067, ,; Not Investment-Related; 01/01/2019; 0 hours per month; 0 during trading hours / P2 Real Estate Partners LLC; ; This is the P2 Financial Advisors in my office . We created an LLC for the purpose of Real Estate Ownership and Leases for the group. We run our expenses through it purely to have the real estate ownership.; 751 Cool Springs Blvd, Suite 200Franklin, TN 37067, ,; Not Investment-Related; 06/30/2014; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Forever Story; Board Member; 519 Regatta Bay Blvd, , Destin, FL, 32541; Not Investment-Related; 09/30/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-05 |
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