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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-26 |
Branch Locations
91 Apple Street 2Nd Floor, Tinton Falls, NJ 07724 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Edison | NJ | 08/2013 | 06/2023 |
| Massmutual Life Insurance Co | Edison | NJ | 07/2013 | 06/2023 |
| Lpl Financial, Llc | Holmdel | NJ | 06/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2023 | Present |
1) 05/2023 - Emeritus Wealth Group - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 10hrs/month - 5% time spent 2) 05/2023 - Emeritus Wealth, LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Morristown, NJ - Co-owner - Start Date 11/01/2017 - 25hrs/month - 5% time spent 3) 05/2023 - Zachary Zenda - Non-Variable Insurance - Inv. Related - Morristown, NJ - Agent Selling Insurance- Start Date 01/01/2014 - 20hrs/month - 5% time spent. 4) 06/29/2023 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 06/27/2023 - 100 Hours Per Month/ 100 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2023. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 07/06/2023 - Emeritus Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/27/2023 - 120 Hours Per Month/ 8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
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