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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-15
  • PA RA
    APPROVED
    Since 2024-05-15

Branch Locations

6000 Town Center Blvd Suite 148, Canonsburg, PA 15317 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mid Atlantic Capital Corporation Canonsburg PA 11/2009 Present
Mid Atlantic Financial Management, Inc. Pittsburgh PA 11/2009 Present
Newedge Advisors, Llc New Orleans LA 11/2021 Present
  • 11/2009 → Present
    Mid Atlantic Capital Corporation
    Canonsburg, PA
  • 11/2009 → Present
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
  • 2021-11-01 → 2024-05-15
    New Orleans, LA
    Canonsburg, PA
  • 2009-11-02 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Monroeville, PA
    Pittsburgh, PA
    Bridgeville, PA
    Pittsburgh, PA
    Canonsburg, PA
  • 2005-10-27 → 2009-11-05
    Sewickley, PA
    Pittsburgh, PA
    Pittsburgh, PA
Other Businesses

1)OXYGEN FINANCIAL~NON INVESTMENT RELATED~277 HIGHWAY 74 N, SUITE 306, PEACHTREE CITY, GA 30269~FIXED INSURANCE~REPRESENTATIVE~START DATE NOV 2009~15HRS PER MONTH~12HRS PER MONTH DURING MARKET~THE SALE OF OF LIFE, DISABILITY AND LONG TERM CARE INSURANCE - - - - - - - - - - - - - - - - Three Rivers Wealth Management Group - DBA for investment advisory business through NEA~Investment Related~6000 Town Center Blvd, Suite 148, Canonsburg, PA 15317~Financial Services~Personal Financial Consultant~ May 2019~200HRS per month~125HRS per month during the market~brokerage and investment services 3).THREE RIVERS WEALTH MANAGEMENT GROUP~MAY 2019~INVESTMENT RELATED~AT REPORTED BUSINESS LOCATION(S)~DBA FOR NEWEDGE SECURITIES, INC.~AS A REGSITERED REPRESENTATIVE IF NEWEDGE SECURITIES, INC. I CONDUCT COMMISSION BASED SECURITIES BUSINESS AS A BROKER DEALER AGENT. I SPEND 160 HOURS PER MONTH DURING TRADING HOURS ON THIS ACTIVITY AND 40 HOURS DURING NON-TRADING HOURS. 4)DISABILITY RESOURCE GROUP~NON INVESTMENT RELATED~AT REPORTED BUSINESS LOCATION(S)~DISABILITY INSURANCE~PRODUCER~02/01/2016~AS NEEDED~AS NEEDED~I USE THIS COMPANY TO WRITE DISABILITY INSURANCE FOR EXISTING CLIENTS 5)FIG*Yes Invest*Cornelius, NC*Agent*LTC*1/1/17*Less then 1 hr mnth*Offer products to clients as needed on a case by case basis 6)BNI*No Invest*Currently meeting at Dick's Diner in Murrysville*Vice President*Pass referrals*10/1/23*8Hrs per mnth/8 trade*Manage the passing of referrals within the group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-26
  • S66 Uniform Combined State Law Examination
    2005-10-26

View on SEC IAPD

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