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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2022-04-07
  • AR RA
    APPROVED
    Since 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

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
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
  • 09/2020 → 07/2021
    Little Rock, AR
  • 08/2020 → 08/2020
    Not Applicable
    Little Rock, AR
  • 09/2019 → 07/2020
    Contourmed, Inc.
    Little Rock, AR
  • 07/2017 → 08/2019
    Johnson Controls
    Little Rock, AR
  • 05/2017 → 06/2017
    Not Applicable
    Little Rock, AR
  • 03/2010 → 04/2017
    Roi Medical, Llc
    Little Rock, AR
  • 03/2010 → 04/2017
    Wooten Group, Llc
    Little Rock, AR
  • 02/2005 → Present
    Stuart Burke Investment Group, Inc. Dba Stuart Burke Realty
    Little Rock, AR
  • 08/2021 → Present
    Lpl Financial Llc
    Little Rock, AR
  • 04/2022 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-10-27
S65 Uniform Investment Adviser Law Examination 2020-05-18
  • S63 Uniform Securities Agent State Law Examination
    2020-10-27
  • S65 Uniform Investment Adviser Law Examination
    2020-05-18

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