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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-30 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4807 Rockside Road Suite 280, Cleveland, OH 44131 • 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 |
| Wepex Geotechnical | Paarl | 01/2015 | 08/2020 | |
| Cleveland State University | Cleveland | OH | 08/2020 | 05/2022 |
| The Ohio State University | Columbus | OH | 06/2022 | 04/2025 |
| Emerald Resource Group | Broadview Heights | OH | 06/2020 | 07/2020 |
| Partners Financial Group | Independence | OH | 05/2024 | 07/2024 |
1. NewEdge Advisors, LLC - DBA Partners Financial Group; Investment related; Reported business location; Start date 05/2025; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Self-Employed; Not Investment Related; Reported business location; Insurance; licensed insurance agent; 05/2025; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
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