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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4220 Lucile Dr., Suite 100, Lincoln, NE 68506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Lincoln | NE | 10/2010 | 07/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 07/2025 | Present |
| Newedge Advisors | New Orleans | LA | 07/2025 | Present |
1. Cleartrek Wealth Partners* Yes Invest*Lincoln, NE *Registered Investment Advisor*7/21/25*Co-Founder / Wealth Partner / CRPC*Financial Advisor*160 Hrs trade/160 non trade 2. Bald Eagle 135 LLC*No Invest*Lincoln, NE *Real Estate Lake House*8/2/17*Joint Owner*Help other owners with upkeep*1 Hr trade/ 1 Non trade 3. Notary* No Invest* Lincoln, NE*6/28/25*Co-Founder / Wealth Partner / CRPC*provide notary services to clients when needed*1 Hr trade/ 1 Non trade 4. Alpha Tau Omega Fraternity* No invest*Lincoln, NE *Non for profit*8/6/12*Board Member*govern the chapter house and undergrads who live in and are chapter members* 2 Hrs trade/0 non trade 5. fixed annuities and fixed insurance sales* Yes Invest*Lincoln, NE *7/21/25*Co-Founder / Wealth Partner / CRPC*Financial Advisor* 2 Hrs Trade/2 Non Trade 6. Cleartrek Wealth Partners*Lincoln NE*Yes Invet*LTC insurance policies*7/21/25*Co-Founder / Wealth Partner / CRPC*review and provide guidance on LTC policies for clients*1 Hr Trdae/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-30 |
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