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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-20 |
| NY | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2012 | 09/2019 |
| Kingsview Asset Management | Poughkeepsie | NY | 12/2016 | 09/2019 |
| Ameriprise Financial Services, Inc | Poughkeepsie | NY | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 03/2020 | 02/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 02/2026 | Present |
| Newedge Advisors | New Orleans | LA | 02/2026 | Present |
1. 7B Ventures LLC; Owner; Administration of the practice; Poughkeepsie, NY; Investment-Related; 01/25/2022; 20 to 39 hours per month; 20 to 39 during trading hours 2. NewEdge Advisors, LLC - DBA Seven Bridges Wealth Advisors; Investment related; Poughkeepsie, NY; Start date 02/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 3. NewEdge Securities, LLC - DBA Seven Bridges Wealth Advisors; Investment related; Poughkeepsie, NY; Start date 02/2026; 160 total hours; 160 trading hours; Registered Representative 4. Self-Employed; Not Investment Related; Poughkeepsie, NY; Insurance; licensed insurance agent; 1/2016; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
| S66 | Uniform Combined State Law Examination | 2012-11-03 |
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