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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Brentwood | TN | 01/2014 | 12/2025 |
| Wealth Strategies Partners | Brentwood | TN | 01/2014 | Present |
| Raymond James Financial Services Advisors, Inc | Brentwood | TN | 07/2024 | 12/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 12/2025 | Present |
(1) NewEdge Advisors, LLC, DBA Wealth Strategies Partners; Brentwood, TN; Associate/Employee; Investment Related; Start Date: 01/2014; Total hours per month: 160; Trading hours: 160; administrative work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-14 |
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