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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-27 |
| TX | RA | APPROVED_RES | 2026-01-26 |
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Ste 200, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Franklin | TN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 01/2026 |
| Newedge Securities, Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
1. NewEdge Advisors, LLC - DBA ClearTrust Wealth Advisors; Investment related; At reported business location; Start date 02/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. NewEdge Securities, LLC - DBA ClearTrust Wealth Advisors; Investment related; At reported business location; Start date 02/2026; Registered Representative 3. Self-Employed; Not Investment Related; At reported business location; Insurance; licensed insurance agent; 2005; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance 4. House of Courts LLC; Not Investment Related; Columbia, TN; Pickleball; partner; 09/2025; 10 total hrs; 0 trading hrs; provides oversight and management 5. JJNS LLC; Not Investment Related; Columbia, TN; commercial real estate; owner & landlord; 09/2025; 5 total hrs; 0 trading hrs; being a landlord 6. CRS Partners LLC; Not Investment Related; Franklin, TN; pass through llc for tax purposes; member; 04/2021; 2 total hrs; 0 trading hrs; partner 7. P2 Real Estate Partners LLC; Not Investment Related; Columbia, TN; commercial real estate; LLC owns building ClearTrust operates out of; 09/2014; 5 total hrs; 0 trading hrs 8. Stamatis Stables, LLC; Not Investment Related; Columbia, TN; Race horses; President; 03/2026; 5 total hrs; 0 trading hrs; determine purchase of horses 7.Nationwide Insurance*Yes Invest*Columbus, Ohio *AGent*4/28/26*Sell / Hold Fixed Annuities and Insurance*1Hr trade/1 Non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-19 |
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