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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
20 Market Street Suite 106, St. Simons Island, GA 31522 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Atlanta | GA | 04/2014 | 02/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 05/2014 | 02/2024 |
| Newedge Securities | Pittsburgh | PA | 02/2024 | Present |
| Newedge Advisors | New Orleans | LA | 02/2024 | Present |
1.Crystal Financial Advising, LLC*Yes Invest*At Residential Address*Outside Insurance Sales; Life, Disability, and Long-term care*Owner*3/1/23*40 per mnth/30 trade 2.Streamline Wealth*Yes Invest*Atlanta, GA*This is a DBA used by six NewEdge Advisors, LLC advisors including myself.*Partnership though not a formal entity*2/5/24*Partner, Wealth Advisor*Partner, Wealth Advisor*120 per mnth trade/20 Non trade 3.Fixed Insurance / Fixed Annuities* Yes Invest*I am requesting approval for business related to the sale of fixed annuities and fixed insurance business through NES*2/5/24*I am requesting approval for business related to the sale of fixed annuities and fixed insurance business through NES.*I am requesting approval for business related to the sale of fixed annuities and fixed insurance business through NES.*5 Hrs trade/0 non trade 4.NewEdge Advisors, LLC*Yes Invest*New Orleans, LA*Independent advisory firm*2/5/24*Partner, Wealth Advisor*Partner, Wealth Advisor*120 Per trade/20 non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-28 |
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