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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED_RES | 2022-10-14 |
Branch Locations
19200 Von Karman Ave, Suite 400, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 06/2015 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 06/2015 | 07/2020 |
| Securities America, Inc. | Irvine | CA | 07/2020 | 10/2022 |
| Securities America Advisors, Inc. | Irvine | CA | 07/2020 | 10/2022 |
| Newedge Securities | Pittsburgh | PA | 10/2022 | Present |
| Newedge Advisors | New Orleans | LA | 10/2022 | Present |
REESE ROBERTS POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2016 ADDRESS: 2030 Main St, Suite 1300, Irvine CA 92614, United States DESCRIPTION: Insurance Sales 1)NewEdge Advisors*Yes Invest*Irvine, CA*Managing Partner*PacificView Wealth Management - DBA for investment advisory business through NewEdge Advisors, LLC - Investment related - at reported business location(s)*10/14/22*120 per mnth/120 during trade*As an investment advisor representative I provide investment advisory services and advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-20 |
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