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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
409 Canal Street, Milldale, CT 06467 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flp Financial Group, Llc | Milldale | CT | 01/2020 | 05/2021 |
| Asset Strategies, Inc. | Avon | CT | 11/2014 | 12/2019 |
| Cwm, Llc | Omaha | NE | 10/2020 | 01/2024 |
| Flp Financial Group, Llc | Milldale | CT | 05/2021 | 01/2022 |
| Nesso Wealth | Milldale | CT | 01/2022 | Present |
| Nesso Accounting & Tax, Llc | Milldale | CT | 01/2022 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2024 | Present |
1. FIXED INSURANCE NATURE: Insurance START: 1/1/2022 APPX. HRS/MONTH: 0 % APPX HRS/MONTH DURING TRADING HOURS: 0 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC 2. NewEdge Advisors, LLC - DBA Nesso Wealth [RIA] -Investment Related - Investment Advisor Representative - Start: 01/2024 - 100% of time is devoted to this activity during trading hours. 3. Nesso Accounting and Tax, LLC - Not investment related - staff accountant - Tax return preparation - 01/01/2022 - 10 to 20 percent of time is devoted to this activity; zero hours during trading hours - at reported business location. 4. Licensed Insurance Agent - Not investment related * life health and disability insurance agent - 01/2022 - less than 5% of time is devoted to this activity -at reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-19 |
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