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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-29 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
19200 Von Karman Avesuite 400, Irvine, CA 92612 • United States
2121 Avenue Of The Stars, Suite 800, Century City, CA 90067 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Monica | CA | 05/2017 | 07/2024 |
| Sunland Tujunga Foundation | Los Angeles | CA | 07/2008 | 05/2017 |
| Bank Of America, N.A. | Santa Monica | CA | 11/2017 | 07/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 07/2024 | Present |
| Newedge Advisors | New Orleans | LA | 07/2024 | Present |
I*132853 For profit or not for profit: For-Profit Organization Name of outside business organization: God First Enterprises LLC Investment related: N Address of business: glendale, California 91206 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 9/7/2020 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: i own a property under my name. for tax purposes I need to set up an LLC and transfer title to the llc. Ms. Ter-Matevosyan conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) PacificView Wealth Management. Ms. Ter-Matevosyan is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
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