Best Investors
Account
Sign in
Best Investors
Account
Sign in
Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
| OH | RA | APPROVED | 2022-12-08 |
| TX | RA | APPROVED | 2022-12-08 |
Branch Locations
1144A Pelican Bay Dr., Daytona Beach, FL 32119 • 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 |
|---|---|---|---|---|
| Industry 386 Salon Llc | Ormond Beach | FL | 03/2013 | Present |
| M Holdings Securities, Inc. | Portland | OR | 01/2016 | 07/2020 |
| Ecg | Daytona Beach | FL | 01/2016 | 07/2020 |
| Sagepoint Financial, Inc. | Port Orange | FL | 07/2020 | 12/2022 |
| Newedge Advisors, Llc. | New Orleans | LA | 12/2022 | Present |
1. Ms. Hayes-Blocksom conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Aurion Wealth Inc. Ms. Hayes-Blocksom is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Ms. Hayes-Blocksom is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. Hayes-Blocksom, as a fiduciary, will act in the client's best interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-29 |
Reach out to this advisor