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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2025-03-04
  • HI RA
    APPROVED
    Since 2025-03-04

Branch Locations

Lahaina, HI • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mission Trails Financial San Diego CA 09/2015 03/2025
Hawaii Financial Marketplace Lahaina HI 08/2011 12/2016
Ashton Stewart & Co., Inc. New York NY 08/2014 12/2016
Maui Paradise Properties Llc Lahaina HI 08/2012 Present
Pohaku Kai Consulting Llc Lahaina HI 01/2008 Present
Newedge Advisors, Llc. New Orleans LA 03/2025 Present
  • 09/2015 → 03/2025
    Mission Trails Financial
    San Diego, CA
  • 08/2011 → 12/2016
    Hawaii Financial Marketplace
    Lahaina, HI
  • 08/2014 → 12/2016
    Ashton Stewart & Co., Inc.
    New York, NY
  • 08/2012 → Present
    Maui Paradise Properties Llc
    Lahaina, HI
  • 01/2008 → Present
    Pohaku Kai Consulting Llc
    Lahaina, HI
  • 03/2025 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2015-09-17 → 2025-01-31
    Mission Trails Financial
    Lahaina, HI
    San Diego, CA
  • 2014-02-21 → 2016-12-31
    Ashton Stewart Advisory Services
    Lahaina, HI
Other Businesses

Maui Paradise Properties; 151 Kupuohi St, Lahaina HI 96761 -Real Estate Management - LLC - Managing Partner - Investment Related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-21
  • S65 Uniform Investment Adviser Law Examination
    2014-02-21

View on SEC IAPD

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