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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
5152 Katella Avenue Suite 104, Los Alamitos, CA 90720 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Advisors, Llc. | New Orleans | LA | 05/2025 | Present |
| Acapulco Mexican Restaurant And Bar | Long Beach | CA | 09/2022 | 01/2025 |
| Hardin Buick/Gmc | Anaheim | CA | 02/2021 | 06/2022 |
| In-N-Out Burger | Bellflower | CA | 01/2020 | 02/2021 |
| Bayshore Building Interiors, Inc. | Cerritos | CA | 09/2019 | 01/2025 |
| Lpl Financial | Los Alamitos | CA | 01/2025 | 05/2025 |
| Full Time Student | Cerritos | CA | 01/2015 | 06/2021 |
Mr. Heapy conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Pension Financial Group. Mr. Heapy is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
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