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Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-30 |
| GA | RA | APPROVED | 2023-01-10 |
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
3930 E Jones Bridge Rd, Ste 370, Peachtree Corners, GA 30092 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Alpharetta | GA | 05/2013 | 01/2023 |
| Newedge Securities Inc | Pittsburgh | PA | 01/2023 | Present |
| Newedge Advisors | New Orleans | LA | 01/2023 | Present |
1.Talanton, LLC*No invest*Peachtree Corners, GA*Financial Advice*5/16/13*Owner*Manager*1 Hr trade/0 Non trade 2. NEA*Yes Invest*Peachtree Corners, GA*Financial Advice*1/6/2023*Provide Financial Services*160 hrs per mnth 3.Fixed Insurance & Fixed Annuity*Yes Invest*Peachtree Corners, GA*1/6/2023*Insurance Agent*Fixed Insurance & Fixed Annuity Sales*1 Hr per mnth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-26 |
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