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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-23 |
Branch Locations
5400 Poplar Avenue Suite 210, Memphis, TN 38119 • 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 |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Memphis | TN | 11/2013 | 09/2022 |
| Lpl Financial Llc | Memphis | TN | 09/2022 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2022 | Present |
1) 06/12/2023 - Alluvial Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/23/2022 - 175 Hours Per Month/ 175 Hours During Securities Trading 2) 12/11/2024 - NewEdge Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 9/2022 - 160 hours per month - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 9/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-27 |
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