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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-09 |
| CA | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
2450 Colorado Avenue Suite 100, Santa Monica, CA 90404 • United States
Silverthorne, CO • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Beverly Hills | CA | 11/2009 | 08/2017 |
| Newedge Advisors, Llc | New Orleans | LA | 05/2026 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Rbc Capital Markets, Llc | Beverly Hills | CA | 08/2017 | 05/2026 |
| City National Bank | Beverly Hills | CA | 08/2017 | 05/2026 |
1. NewEdge Advisors, LLC - DBA SNKP Capital; Investment related; Los Angeles, CA; Start date 05/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. One Community; Non-Investment Related; Los Angeles, CA; media & entertainment; Board of Directors; 10/9/2018; 3 hrs/mo; 0 trading hrs/mo; enhancing long-term value, succession planning, strategy oversight, and governance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-18 |
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