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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-15 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
409 Canal Street, Milldale, CT 06467 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kreitler Financial | New Haven | CT | 11/2024 | 07/2025 |
| Berkshire Bank | Lenox | MA | 04/2023 | 11/2024 |
| Bank Of America | East Hartford | CT | 07/2015 | 04/2023 |
| Newedge Advisors, Llc | New Orleans | LA | 07/2025 | Present |
1. NewEdge Advisors, LLC - DBA Nesso Wealth; Investment related; Milldale, CT; Start date 07/2025; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Estate and Business Planning Council of Hartford; Not Investment Related; Rocky Hill, CT; Non-Profit; Director, Board of Directors; 05/2025; 10 total hrs; 1 trading hrs; managing the website and social media accounts for the organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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