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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-03-20 |
| TX | RA | APPROVED | 2024-03-15 |
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
5 Middlebrook Ave, Staunton, VA 24401 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2005 | 02/2020 |
| Raymond James Financial Services, Inc. | Staunton | VA | 02/2020 | 03/2024 |
| Raymond James Financial Services Advisors, Inc. | Staunton | VA | 02/2020 | 03/2024 |
| Freedom Street Partners | Staunton | VA | 02/2020 | 03/2024 |
| Tbsl, Llc | Charlottesville | VA | 02/2020 | 12/2021 |
| Bcs Holdings, Llc | Charlottesville | VA | 02/2020 | 03/2024 |
| Bcs Holdings Llc | Charlottesville | VA | 09/2021 | 09/2022 |
| Middlebrook Wealth | Staunton | VA | 04/2023 | 03/2024 |
| Slfs, Llc | Staunton | VA | 04/2020 | 03/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 03/2024 | Present |
| Newedge Advisors | New Orleans | LA | 03/2024 | Present |
1. Seth Liskey Rentals* No Invest*Charlottesville, VA*Real Estate*8/1/04*Owner*Landlord*2 Hrs During trade/12 non trade 2. 2121 Kecoughtan LLC*No Invest*Hampton, VA *Real Estate*1/1/23*Investor*0 Hrs 3. BCS Holdings LLC*No Invest*Staunton, VA *Real Estate*1/1/17*Partner*Interact with CPA, Bookkeeper, and bankers* O hrs trade/ 1 Non-trade 4. SLMN LLC* No Invest*Staunton, VA*Real Estate*1/1/17*Owner*Landlord*0 Hr Trade/ Non trade 5. Nelson Addy, LLC*No Invest*Charlottesville, VA *1/1/23*Partner*Partner - Interact with banker, bookkeeper and CPA* 0 Trdae/1 non trade 6. Mikas Chalet, LLC* No Invest* Staunton, VA *1/1/15*Owner*Landlord*0 Hrs 7. SLFS, LLC - New Edge Securities*Staunton, VA *Yes Invest*RIA with New Edge Securities*4/15/20*CEO*CEO, Financial Planner*1 Hr trade/1 Hr non trade 8. SLFS, LLC*Yes Invest*I am an RIA with New Edge Advisors*4/15/20*CEO*CEO, Financial Planner*20 hrs trade/20 Non trade 9. Penthouse Studio LLC*No Invest*Tbilisi, Georgia*Our studio is a multi-functional creative space designed for modern content creators, brands, and businesses. From high-quality podcast production to visually sharp brand presentations and fashion shoots, we offer a space that's more than just four walls. It's a platform for expression, performance, and storytelling.*7/1/25*Partner*Interact with Bankers & CPAs*1hr non trade 10. PlannedWell Tax Advisors LLC*No Invest*Charlottesville, VA *Tax Prep*8/15/26*Owner of firm directing CPAs and Tax Preparers. Setting strategic vision and workflows.*4Hrs trade/4 non trade 11.NexGen Rebar*No Invest*Charlottesville, VA *Rebar cutting and bending*12/1/26*Investor*Interact with bankers & CPAs*1 Hr trade/1 non trade 12. 207 University LLC*No Invest*Harrisonburg, VA*Commercial Real Estate*Single Member LLCSingle Member LLC*5/1/26*Owner*Landlord*0 hr trade/1 non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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