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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-03-30 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
124 Verdae Blvd., Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Greenville | SC | 02/2013 | 02/2022 |
| Newedge Securities, Inc. | Pittsburgh | PA | 02/2022 | Present |
1) Crescent Wealth Management - DBA name for business conducted under NewEdge Advisors, LLC (RIA) - Investment Related - At reported business location(s) - Sr Reg'd Client Service Assoc - Started 02/01/2022 - 160 hours per month - 130 hours per month during market - Administrative 2Kathaleen D. Muilwyk Revocable Living Trust*No Invest*Lyons NY*Successor Trustee*Trust--holds only real estate, no investments*7/31/19*0Hrs*
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
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