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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-26 |
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