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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| GA | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates, Inc. | Atlanta | GA | 02/2020 | 05/2024 |
| State Farm Insurance | Dunwoody | GA | 07/2016 | 02/2020 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | 12/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 12/2025 | Present |
NewEdge Advisors, LLC dba Buena Vista Financial Planning; Investment Related - Investment Advisor Representative - Start: 05/2024 - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-20 |
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