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Lesley Kay Degenhart

Newedge Advisors

New Orleans, LA

Jupiter, FL

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-09
  • FL RA
    APPROVED
    Since 2022-06-09

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

601 Heritage Dr. Suite 214, Jupiter, FL 33458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Palm Beach Gardens FL 02/2015 06/2022
Lpl Financial, Llc Palm Beach Gardens FL 06/2022 Present
Newedge Advisors, Llc. New Orleans LA 06/2022 12/2023
Rossby Financial Llc Melbourne FL 07/2026 Present
Tribox Private Wealth Palm Beach FL 07/2026 Present
  • 02/2015 → 06/2022
    Ameriprise Financial Services, Inc.
    Palm Beach Gardens, FL
  • 06/2022 → Present
    Lpl Financial, Llc
    Palm Beach Gardens, FL
  • 06/2022 → 12/2023
    Newedge Advisors, Llc.
    New Orleans, LA
  • 07/2026 → Present
    Rossby Financial Llc
    Melbourne , FL
  • 07/2026 → Present
    Tribox Private Wealth
    Palm Beach, FL
Previous Registrations
Other Businesses

No

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-05
  • S66 Uniform Combined State Law Examination
    2009-03-05

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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