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James Van Wallace

Newedge Advisors

New Orleans, LA

New Orleans, LA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-05-05
  • LA RA
    APPROVED
    Since 2023-05-05

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

412 Settlers Trace Blvd., New Orleans, LA 70508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ahrens Investment Partners, Llc Lafayette LA 05/2016 Present
Dh Reeves Opelousas LA 02/2012 Present
Newedge Advisors, Llc. Lafayette LA 05/2023 Present
  • 05/2016 → Present
    Ahrens Investment Partners, Llc
    Lafayette, LA
  • 02/2012 → Present
    Dh Reeves
    Opelousas, LA
  • 05/2023 → Present
    Newedge Advisors, Llc.
    Lafayette, LA
Previous Registrations
  • 2016-07-05 → 2023-05-05
    Ahrens Investment Partners, Llc
    Lafayette, LA
Other Businesses

1) Since 8/1/2014, 50% owner of Reeves, Simoneaux & Wallace, LLC,a real estate firm located at 2317 South Union St. Opelousas, LA 70570. Devote approximately 1 hour per month to this business; none of the time during security trading hours. 2) Since 2/28/2005, 100% owner of J Wallace Consulting, LLC an independent insurance consultant for D. H. Reeves, Inc., located at 201 Windvale Court, Sunset, LA 70584. Devote approximately 65 hours per month to this business; all of the time during security trading hours. 3) Since 01/01/2001, 25% owner and a Board Member of Jeanine Chachere Wallace Family Trust. Devote approximately 8 hours per month to this business; none of the time during security trading hours. 4) NewEdge Advisors, LLC DBA Coastal Capital Advisors; 412 Settlers Trace Blvd. Lafayette LA; 05/2023; Promoter; Start: 05/2023

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