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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-11-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
315 Commercial Drive Suite B-5, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Savannah | GA | 04/2021 | 10/2023 |
| Mml Investors Services Llc | Savannah | GA | 05/2021 | 10/2023 |
| Automatic Data Processing Inc | Savannah | GA | 03/2018 | 05/2021 |
| Georgia Southern University | Statesboro | GA | 08/2013 | 05/2018 |
| Lpl Financial Llc | Simons Island | GA | 10/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | TN | 10/2023 | Present |
1) 10/2023 - Jacobs, Coolidge & Co., LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 10/2023 - Non-Variable Insurance / Inv. Related / At Reported Business Location(s) / Start date 10/30/2023 - 4 Hrs per month - 100% Time Spent 3) 10/2023 - T. Buchanan Properties, LLC / Owner / Real Estate Rental / Inv. Related / St Simons Island, GA / Start date 04/28/2021 4) 11/10/2023 - NewEdge Advisors, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/30/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/03/2026 - Buchanan and Company Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/12/2025 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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