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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-12-09 |
Branch Locations
41951 Remington Avenue Suite 210, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wheelerfrost - Wealth Managers | San Diego | CA | 10/2013 | 03/2020 |
| Tcg Advisors Lp | Austin | TX | 03/2020 | 07/2020 |
| Hub Investment Partners, Llc | Austin | TX | 07/2020 | 09/2024 |
| Newedge Advisors, Llc | New Orleans | LA | 09/2024 | Present |
1. 01/2020 - Rob Britton is a member of the Vine House Bed & Breakfast, LLC, founded in 2018. The Vine House is not investment related. The Vine House is located at 38060 De Portola Rd, Temecula CA 92592. The Vine House provides lodging for guests in the Temecula wine country region. Rob Britton spends approximately 5 hours per week with the Vine House, 0 during trading hours. He is primarily responsible for record keeping and general management. 2. 09/2024-Mr. Britton conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Everplan Wealth. Mr. Britton 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 | 2005-02-23 |
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