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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-24 |
| GA | RA | APPROVED | 2024-02-07 |
Branch Locations
20 Market Street Suite 106, St. Simons Island, GA 31522 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 02/2007 | 02/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 03/2007 | 02/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 02/2024 | Present |
| Newedge Advisors | New Orleans | LA | 02/2024 | Present |
1. PCGH Collaboration-Yes- Invest Brookhaven, GA -Partnership -2/5/2024- Partner Run partnership-1 Hrs per month 2. Forty by Forty-Yes Invest-Brookhaven, GA-Personal LLC-Streamline Wealth-2/5/2024-Owner-Run LLC-160 Hrs per month 3. Streamline Wealth -Yes Invest Atlanta, GA-Investment Advisory services-2/5/2024-Wealth Advisor, Partner-portfolio management, client meetings-160 Hrs per month 4. 09/06/2024 - Stella Gazer - Sailing Charters - 1608 Dresden Dr. NE, Brookhaven, GA 30319 - LLC - Operations of LLC - 16 hours per month are devoted to this activity during trading hours - Potential to receive distributions from profits. 5. NewEdge Advisors*Yes Invest*Atlanta, GA *Registered Investment Advisor*2/5/2024*Partner, Wealth Advisor*Client consultation on comprehensive financial planning and portfolio management topics.*50 Hrs/10 Non Trade 6. Fixed Insurance & Annuity Business*Yes Invest*Atlanta, GA*Licensed insurance agent*Sole proprietor*2/5/2024*Sell and service fixed insurance and annuity business.*40 Hrs a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-05 |
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