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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Franklin | TN | 09/2023 | 01/2026 |
| Pennington, Bass & Associates | Lubbock | TX | 06/2021 | 06/2023 |
| Mountain Hideaway | Lubbock | TX | 04/2018 | 10/2018 |
| Texas Tech University | Lubbock | TX | 08/2015 | 05/2021 |
| Texas Tech University | Lubbock | TX | 12/2015 | 04/2018 |
| 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 07/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Self-Employed; Not Investment Related; At reported business location; Insurance; licensed insurance agent; 1/2016; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
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