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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED | 2024-05-01 |
Branch Locations
160 Clairemont Avenue Suite 200, Decatur, GA 30030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Atlanta | GA | 01/2015 | 05/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | Present |
1. Buena Vista Financial Planning dba NewEdge Advisors, LLC business; Investment Related - Investment Advisor Representative - Start: 05/2024 - at reported business location. 2. Licensed Insurance Agent - Georgia licensed Insurance Agent - Not investment related - 0-5 hours are devoted to this business during trading hours - Start: 2007 - at reported business location. 3. Notary - Not investment related - no fees charged for this business for clients - 0-1 hours per month are devoted to this activity - zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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