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Elizabeth Allen Malgari

Newedge Advisors

New Orleans, LA

Concord, MA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-05
NH RA APPROVED 2024-10-22
TX RA APPROVED 2024-10-22
  • MA RA
    APPROVED
    Since 2024-11-05
  • NH RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-22

Branch Locations

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

9 Pond Lane Suite 1F, Concord, MA 01742 • 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
Cwm, Llc Omaha NE 08/2021 Present
Abaris Financial Group Concord MA 10/2017 08/2021
Unemployed Wayland MA 01/2010 10/2017
Abaris Financial Group Concord MA 08/2021 10/2024
Newedge Advisors, Llc. New Orelans LA 10/2024 Present
  • 08/2021 → Present
    Omaha, NE
  • 10/2017 → 08/2021
    Abaris Financial Group
    Concord, MA
  • 01/2010 → 10/2017
    Unemployed
    Wayland, MA
  • 08/2021 → 10/2024
    Abaris Financial Group
    Concord, MA
  • 10/2024 → Present
    Newedge Advisors, Llc.
    New Orelans, LA
Previous Registrations
  • 2021-08-24 → 2024-10-11
    Omaha, NE
    Concord, MA
Other Businesses

1. Ms. Malgari conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Abaris Financial Group, LLC. Ms. Malgari is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Ms. Malgari is the owner of E. Malgari LLC. a self-directed IRA. She devotes 1 hours a month on this activity during business / market hours.

Designations
Other Names
  • Elizabeth Allen Rosenbaum
  • Elizabeth Malgari

View on SEC IAPD

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