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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-02 |
| NH | RA | APPROVED | 2026-01-27 |
| TN | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Franklin | TN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 01/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
Real Estate Ownership; Commercial; 751 Cool Springs Blvd, Suite 200, Franklin, TN 37067, ,; Not Investment-Related; 07/15/2014 / Mineral rights on a small plot of land in Oklahoma. ; 13999 Indian Trails Rd, , Marietta, OK, 73448; Not Investment-Related; 07/01/2024. Business Ownership; CRS Partners LLC; Pass-through entity to provide payroll to employees.; Pass-through entity to provide payroll to employees.; 751 Cool Springs Blvd Ste 200Franklin, TN 37067, ,; Not Investment-Related; 04/03/2019; 0 hours per month; 0 during trading hours / P2 Real Estate Partners LLC; Member of LLC; Entity owns advisors' offices.; 751 Cool Springs Blvd, Suite 200Franklin, TN 37067, ,; Not Investment-Related; 07/15/2014; 0 hours per month; 0 during trading hours / Leisure Flight LLC; Co-owner; Leisure Flight LLC owns a 1981 Cessna 182R airplane. ; 621 Grant Park Ct, , Franklin, TN, 37067; Not Investment-Related; 09/30/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Freedom Aviation Network; Board Member; 1006 Fatherland St Ste 101B, , Nashville, TN, 37206; Not Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours / Grant Park Homeowners Association, Inc.; Treasurer; 2180 W State Rd 434 Ste 5000, , Longwood, FL, 32779; Not Investment-Related; 11/01/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MidTenn Motorcycle Education; Contract Motorcycle Rider Coach ; Contract motorcyle riding instructor. ; 139 Tompkins Point, , Monroe, TN, 38573; Not Investment-Related; 03/01/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Notary Public; Notarization of documents; 751 Cool Springs Blvd., Suite 200Franklin, TN 37067, ,; Not Investment-Related; 01/19/2007; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-12 |
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