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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-12-09 |
| NH | RA | APPROVED | 2024-12-09 |
| MI | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-06 |
Branch Locations
3150 Livernois, Suite 310, Troy, MI 48083 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Royal Oak | MI | 06/2015 | 09/2022 |
| Newedge Securities, Inc | Pittsburgh | PA | 09/2022 | Present |
| Newedge Advisors | New Orleans | LA | 09/2022 | Present |
1. Mr. Ewasyshyn conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) E & E Wealth. Mr. Ewasyshyn is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Tax Planning Solutions, LLC.; Not investment related; 7700 Byron Center Avenue SW Byron Center MI 49315; Tax prep/bookkeeping; Staff (account manager); Start date: 10/2022; 2 hours devoted to this activity during trading hours; Ensuring clients get paperwork to us, data entry, relationship management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-18 |
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