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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-05-12 |
| NH | RA | APPROVED | 2023-03-30 |
Branch Locations
36 Maplewood Ave., Portsmouth, NH 03801 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lebanon | NH | 09/2010 | 03/2023 |
| Tiaa | Lebanon | NH | 09/2010 | 03/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2023 | Present |
NewEdge Advisors, LLC DBA Tenured Advisors -Investment Advisor Representative-100% of time is devoted to this business during trading hours.-Start: 03/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-18 |
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