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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED_RES | 2024-08-02 |
Branch Locations
7200 W 132Nd Street Suite 190, Overland Park, KS 66213 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 10/2017 |
| Engage Advisors, Llc | Overland Park | KS | 10/2017 | 06/2020 |
| Cetera Advisors Llc | Denver | CO | 06/2020 | 08/2024 |
| Prosperity Advisors | Overland Park | KS | 06/2020 | 12/2023 |
| Comprehensive Retirement Solutions (Crs) | Carmel | IN | 03/2022 | 01/2023 |
| Prosperity Holdings, Llc | Overland Park | KS | 03/2022 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 08/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2024 | Present |
1. Mr. Forster conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) AFE Private Wealth Mr. Forster is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Start Date: 08/2024. 2. Fixed Insurance - 7200 W. 132nd St, Suite 190, Overland Park, KS 66213 - Investment Related - Provide fixed insurance products to clients - DBA used in conjunction AFE Private Wealth - Start Date: 08/2007 - Partner/Financial Advisor - Provide fixed life, disability, long term care insurance - hours vary - at reported business location. 3. E Social - 5020 W 137th St., Leawood, KS 66224 - Real Estate and Social Club - DBA E Social - 1/31/2025 - Partner - Oversee financials/Operations - Not Investment Related - 5 hours devoted to this activity during market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
| S66 | Uniform Combined State Law Examination | 2007-09-13 |
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