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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
Branch Locations
501 Riverside Avenue Suite 901, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Jacksonville | FL | 06/2016 | 01/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 02/2026 | Present |
1. Live for Today Foundation, Inc; Not Investment Related; Jacksonville, FL; support group; treasurer; 09/2020; 10 total hrs; 0 trading hrs; Manage budget for organization, help fundraise, attend board meetings, provide support for members 2. NewEdge Advisors, LLC - DBA Riverside Wealth Partners; Investment related; Jacksonville, FL; Start date 02/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 3. Ms. Vertner is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. Vertner, as a fiduciary, will act in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
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