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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-08 |
| CT | RA | APPROVED | 2022-11-01 |
| NJ | RA | APPROVED | 2022-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1 Maynard Drive, Park Ridge, NJ 07656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruderman Asset Management, Llc | Suffern | NY | 03/2015 | 06/2018 |
| Bruderman Brothers Llc | Suffern | NY | 03/2015 | 06/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2018 | 03/2019 |
| Forefront Wealth Planning And Asset Management | New City | NY | 06/2018 | Present |
| Advisors Capital Management, Llc | Ridgewood | NJ | 04/2019 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2022 | Present |
1.Managing Partner and Owner, Forefront Wealth Planning & Asset Management, a private entity established to facilitate securities, advisory, and insurance business; As of 06/01/2018; Approximately 99% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Fixed Insurance Sales, as an Agent; As of 05/30/2018; Approximately 1% time spent during securities trading hours per month; Investment related. 3. Forefront Wealth Planning & Asset Management (RIA)--DBA for NewEdge Advisors, LLC.--11/2022--Investment Advisor Representative--160 hours devoted to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-24 |
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