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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-23 |
| TX | RA | APPROVED | 2021-07-23 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
125001 Seal Beach Blvd. Suite 280, Seal Beach, CA 90740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Boston | MA | 03/2016 | 09/2016 |
| Harbourvest Partners | Boston | MA | 10/2016 | 10/2017 |
| National Planning Corporation | Seal Beach | CA | 10/2017 | 11/2017 |
| Lpl Financial Llc | Seal Beach | CA | 11/2017 | 07/2021 |
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 07/2021 | Present |
| Gwm Advisors Llc | New Orleans | LA | 07/2021 | Present |
1. 11/2/2018 - Klein Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Started 10/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Tax Preparation Services. 2. 07/23/2021 - Pacific Pointe Advisors - Investment Related - At Reported Business Locations(s) - DBA for Commission based securities business conducted through NewEdge Securities as a registered representative. 3. NewEdge Advisors - investment Related - Seal Beach, CA 90740 - Investment Advisor services through the RIA Goss Advisors - Investment Advisor - July 2021 - 160 hours per month - 120 hours per month during market - Provide financial advisor services to clients through Goss Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
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