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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2022-04-07 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
8 Shackleford Plaza Suite 207, Little Rock, AR 72211 • United States
1880 South 48Th Street, Springdale, AR 72211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Little Rock | AR | 09/2020 | 07/2021 |
| Not Applicable | Little Rock | AR | 08/2020 | 08/2020 |
| Contourmed, Inc. | Little Rock | AR | 09/2019 | 07/2020 |
| Johnson Controls | Little Rock | AR | 07/2017 | 08/2019 |
| Not Applicable | Little Rock | AR | 05/2017 | 06/2017 |
| Roi Medical, Llc | Little Rock | AR | 03/2010 | 04/2017 |
| Wooten Group, Llc | Little Rock | AR | 03/2010 | 04/2017 |
| Stuart Burke Investment Group, Inc. Dba Stuart Burke Realty | Little Rock | AR | 02/2005 | Present |
| Lpl Financial Llc | Little Rock | AR | 08/2021 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 04/2022 | Present |
1. 07/20/2021 - Taxwise Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2. 12/28/2021 - Stuart Burke Group previously known as STUART BURKE INVESTMENT GROUP INCORPORATED and Burke Investment Group dba Taxwise Wealth Realty - Investment Related - Home Based - Mortgage/Real Estate Services - Owner - Started 02/01/2005 - Conduct Residential Real Estate Sales - Principal Broker 3. 11/20/2023 - No Business Name - Investment Related - Home Based; Little Rock, AR - Real Estate Rental - Started 09/01/2007 - 2 Hours Per Month During Securities Trading - Personal Rental Properties - Manage and Collect rents. 4. NewEdge Advisors, LLC - TaxWise Wealth Management, Inc.; Investment related; Little Rock, AR; Start date 04/2022; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-18 |
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