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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
7134 S Yale Ave, Suite 420, Tulsa, OK 74136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Tulsa | OK | 06/2014 | 04/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 04/2025 | Present |
| Newedge Advisors | New Orleans | LA | 04/2025 | Present |
1. Sidecar Asset Management, LLC* Tulsa, OK*Yes Invest*RIA*10/26/09*Owner*founder and wealth advisor*200 Hrs/135 non market Hrs 2.Monscierge, Inc*No Invest*Oklahoma City, OK *Software Company*7/14/14*investor*0 Hrs 3.TIG VII*No Invest*Tulsa, OK*real estate*6/2/14*llc member* 0 HRs 4.324 E 3rd St, LLC* No Invest*Tulsa, OK*real estate*6/2/14*equity member*0 Hrs 5. Protective Life*Yes Invest*Birmingham, AL *Life Insurance issued through Protective Insurance*3/19/26*Owner*investment manager*1 Hr trade/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-29 |
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