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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 |
| CA | RA | APPROVED | 2022-10-14 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1230 Rosecrans Ave, Ste 300, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 03/2016 | 07/2020 |
| Investacorp Advisory Services, Inc. | Miami | FL | 03/2016 | 07/2020 |
| Securities America, Inc. | Manhattan Beach | CA | 07/2020 | 10/2022 |
| Securities America Advisors, Inc. | Manhattan Beach | CA | 07/2020 | 10/2022 |
| Newedge Securities Inc | Pittsburgh | PA | 10/2022 | Present |
| Newedge Advisors | New Orleans | LA | 10/2022 | Present |
Toucan Properties & Sons*Yes Invest*Carlsbad, CA*Owner*Property Rental/Real Estate*10/21/16*2-4 Hrs per mnth/0trade*I am the owner. I spend a couple/few hours a month reviewing the property management company's report. The Kjell Gronvold Revocable Trust*No Invest*Dana Point, CA *Successor Trustee*Estate Planning/Trust*8/1/17*0 Hrs*I am the successor trustee and POA of my father's trust. 1. PacificView Wealth Management*Yes Invest*Manhattan Beach CA*Managing Partner - Financial Advisor*Financial Services*10/22/2023*160 per mnth/120 trade*I act as a financial advisor for a financial services firm. 2. Stefan Gronvold*Yes Invest*Manhattan Beach, CA*Insurance Agent*Fixed Insurance & Fixed Annuity Services*10/22/22*4 Per mnth/4 trade*Fixed Insurance & Fixed Annuity Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
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