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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-06 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
101 E. Park Blvd. Suite 111, Plano, TX 75074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 07/2018 | 04/2019 |
| Texas A&Amp;M Engineering Extension Service | College Station | TX | 01/2007 | 07/2018 |
| Lake Point Advisory Group | Rockwall | TX | 04/2019 | 11/2021 |
| Mercer Global Advisors | Rockwall | TX | 11/2021 | 05/2022 |
| Newedge Advisors, Llc. | New Orleans | TN | 05/2022 | Present |
Libertas Financial Partners - DBA: NewEdge Advisors - Investment Related - At Reported Business Location(s)-Registered Investment Adviser DBA- Registered Investment Advisor Representative - Started 05/06/2022 - 100% time spent on this activity. 2). MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH GWM Advisors, LLC FOR SALES OF NON-VARIABLE LIFE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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