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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| SC | RA | APPROVED | 2022-02-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
124 Verdae Blvd. Suite 105, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Greenville | SC | 02/2013 | 02/2022 |
| Newedge Securities, Inc. | Pittsburgh | PA | 02/2022 | Present |
| Newedge Advisors, Llc. | New Orlenas | LA | 02/2022 | Present |
1). Crescent Wealth Management - DBA name for business conducted under NewEdge Securities, Inc. (Broker-Dealer) - Investment Related - At Reported Business Location(s)-- Commission based securities business -- Registered Representative - Started 02/01/2022 - 100% time spent on this activity -- as a registered representative I provide commission based securities services. 2). MAY EARN COMMISSIONS FROM INSURANCE COMPANIES/GENERAL AGENTS NOT AFFILIATED WITH NewEdge Advisors, LLC FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS -- started 02/01/2022 3) Crescent Wealth Management - DBA name for business conducted under NewEdge Advisors, LLC (RIA) - Investment Related - At reported business location(s) - Financial advisor - Started 02/01/2022 - 200 hours per month - 160 hours per month during market - Investment management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-17 |
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