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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-23 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
155 N. Lake Ave. Suite 800, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc | Newport Beach | CA | 05/2016 | 05/2022 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 05/2016 | 05/2022 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2022 | Present |
Generate Wealth, LLC. - DBA: NewEdge Advisors - Investment Related - At Reported Business Location(s)-Registered Investment Adviser DBA- Registered Investment Advisor Representative - Started 05/23/2022 - 100% time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-22 |
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