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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-11 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
570 Lake Cook Road Suite 300, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2024 |
| Newedge Securites, Llc | Pittsburgh | PA | 04/2025 | Present |
| Newedge Advisors | New Orleans | LA | 04/2025 | Present |
| Fidelity Brokerage Services Llc | Highland Park | IL | 05/2016 | 12/2024 |
| Unemployed | Glenview | IL | 01/2025 | 03/2025 |
1.Consulting*Yes Invest*corporation*5/22/25*Private wealth advisor*provide knowledge of wealth planning industry from prior knowledge* 1 hour during trade 2. Cubit Wealth Management* Yes Invest*Glenview, IL *registered investment advisor*4/11/25*Private wealth advisor*Financial advising*40 Hr trade/10 Non trade 3. NewEdge Advisors* Yes Invest*Glenview, IL *Registered investment advisor*4/14/25*Private wealth advisor*Financial advising/consulting*40 Hr trade/20 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-27 |
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
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