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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
999 Vanderbilt Beach Road, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argent Wealth Management Llc | Waltham | MA | 08/2016 | 10/2020 |
| Hightower Advisors Llc | Naples | FL | 10/2020 | 07/2024 |
| Starship Capital Llc | Naples | FL | 07/2024 | 02/2025 |
| Stage Capital | Naples | FL | 12/2022 | 02/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 01/2026 | Present |
| Unemployed | Naples | FL | 03/2025 | 12/2025 |
1. NewEdge Advisors, LLC - DBA Heritage Family Wealth Management; Investment related; Naples, FL; Start date 01/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
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