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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-02 |
Branch Locations
409 Canal Street, Milldale, CT 06467 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Windsor | CT | 09/2018 | 05/2020 |
| New York Life Insurance Company | Windsor | CT | 05/2018 | 05/2020 |
| Enfield Public Schools | Enfield | CT | 08/2016 | 07/2018 |
| Securities America Inc | Meriden | CT | 06/2020 | 11/2021 |
| Nesso Wealth | Milldale | CT | 11/2021 | 07/2022 |
| Nesso Wealth | Milldale | CT | 07/2022 | 12/2023 |
| Cwm, Llc | Omaha | NE | 07/2022 | 12/2023 |
| Newedge Securities | Pittsburgh | PA | 01/2024 | Present |
| Newedge Advisors | New Orleans | LA | 01/2024 | Present |
1. Insurance Sales*Yes Invest*Insurance Advisor*Life insurance, long term care insurance, health insurance, Medicare Insurance*1/1/22*15 Hrs/15 non trade 2.NewEdge Advisors*Yes Invest*Milldale CT *1/1/24*20 Hrs/20 Hrs*IAR 3 .Insurance*Yes Invest*Milldale CT *Health, life, annuities*1/1/2023*advisor*20 Hrs/20 Hrs. 4. NewEdge Securities, LLC - Broker/Dealer registration - Registered Representative - Mangin Brokerage and direct business accounts - 15 hours per month are devoted to this activity. 5. Mr. Murray conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Nesso Wealth, LLC. Mr. Murray is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-15 |
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