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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-04-15 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ridgeland | MS | 07/2011 | Present |
| Sanderson Farms | Laurel | MS | 01/2014 | 04/2023 |
| Self-Employed | Laurel | MS | 05/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 04/2025 | Present |
1. Mr. Butts conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Gulf Point Advisors. Mr. Butts is an investment advisor representative and devotes less than 160 hours per month to this activity during trading hours. 2. Wells Butts Law, PLLC - 226 Persimmon Lane, Oxford, MS -Law Firm -Member/Manager 3. Central Avenue QOZB, LLC - 11 Westerly Dr. Laurel, MS 39443 - Real Estate-Landlord -Accounting/Management 4. Casey L. Butts, Attorney at Law, PLLC - 11 Westerly Dr. Laurel, MS 39443 - Law and consulting firm -Member/Manager 5. Mr. Butts is also a member/investor with minimal involvement in the following non-investment related companies: Pivot QOF, LLC - Opportunity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-27 |
| S66 | Uniform Combined State Law Examination | 2011-10-13 |
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