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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middlebrook Wealth | Staunton | VA | 09/2024 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2025 | Present |
| Frederick County Wealth | Winchester | VA | 05/2019 | 09/2024 |
| Wake County Government | Raleigh | NC | 05/2015 | 04/2019 |
1. NewEdge Advisors, LLC - DBA Middlebrook Wealth; Investment related; Staunton, VA; Start date 06/2025; 160 total hours; 160 trading hours; Registered Admin 2. Ashley Ferguson; Not Investment Related; Strasburg, VA; real estate; Owner/landlord; 01/2026; 4 total hrs; 0 trading hrs; arranging maintenance, paying expenses, collecting rent, and managing third-party service providers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
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