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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-23 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5400 Poplar Avenue Suite 210, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Memphis | TN | 10/2015 | 09/2022 |
| Lpl Financial Llc | Memphis | TN | 09/2022 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 09/2022 | Present |
1)09/14/2022 - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/14/2022 - Mary Cannon Interior Design - Business Owner - Non-Inv Rel- Memphis, TN - Start: 09/2022 3). 09/23/2022 - Alluvial Wealth Partners DBA for NewEdge Advisors, LLC business-Investment Related-54000 Poplar Avenue Memphis TN 38119. 4) 3/30/2023 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 11/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-19 |
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