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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-18 |
| GA | RA | APPROVED | 2023-09-05 |
Branch Locations
1 Concourse Parkway Suite 800, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jph Advisory Group, Inc. | Atlanta | GA | 02/2007 | 07/2018 |
| Gratus Capital, Llc | Atlanta | GA | 07/2018 | 08/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2023 | Present |
1. RIVERTREE HOSPITALITY LLC; ATLANTA, GA; OWNER OF RENTAL HOUSE; OVERSEE THE BUSINESS OPERATIONS OF SHORT-TERM RENTAL PROPERTY; APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY DURING BUSINESS HOURS EACH MONTH; 1-5. APPROXIMATE NUMBER OF HOURS DEVOTED TO THIS ACTIVITY DURING NON-BUSINESS HOURS EACH MONTH: 1-5. 2. DeepRiver Wealth, LLC. - DBA NewEdge Advisors, LLC. -08/2023 - {RIA} - Investment Advisor Representative - Investment Related - at reported business location. 3. The Entrepreneurship Trap; Non-Investment Related; Atlanta, GA; authorship and publication of a business/exit planning book that includes general financial concepts; Author; April 2025; 0 hrs/mo; 0 trading hrs/mo; no active ongoing involvement.
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