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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
103 Bradford Village Court, Southern Pines, NC 28387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Advisory Partners | Southern Pines | NC | 10/2015 | 05/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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