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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED_RES | 2022-01-13 |
| OK | RA | APPROVED | 2022-01-12 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2900 Adams Rd, Suite 130, Norman, OK 73069 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Oklahoma City | OK | 07/1993 | 01/2022 |
| Morgan Stanley Smith Barney | Oklahoma City | OK | 06/2009 | 01/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2022 |
| Newedge Securities, Inc. | Pittbsurgh | PA | 01/2022 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 01/2022 |
1.ClearPath Wealth Partners~~INVESTMENT RELATED~ At reported business location(s)~FINANCIAL SERVICES BUSINESS DBA/ClearPath Wealth Partners - DBA name for brokerage business through NewEdge Advisors, LLC. - January 2022~160 HRS PER MONTH~100% PER MONTH DURING MARKET~FINANCIAL PLANNING, BUY SELL INVESTMENTS, SERVICE ACCOUNTS, Commission Based Securities Business. 2.Fixed Insurance and Fixed Annuities*Yes Invest*Norman OK*Insurance Agent*Fixed insurance and fixed annuities*1/12/22*4 Per mnth/0 Trade*Fixed insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-23 |
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