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Brian Matthew Kahl

Newedge Advisors

New Orleans, LA

Westlake, OH

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-05
  • OH RA
    APPROVED
    Since 2021-11-05

Branch Locations

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

1991 Crocker Road Suite 600, Westlake, OH 44145 • 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 Corp Westlake OH 01/2006 Present
Newedge Advisors, Llc. New Orleans LA 11/2021 Present
  • 01/2006 → Present
    Mid Atlantic Capital Corp
    Westlake, OH
  • 11/2021 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2007-12-05 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Avon, OH
    Avon, OH
    Avon, OH
    Pittsburgh, PA
    Westlake, OH
  • 2001-02-08 → 2005-12-14
    Invesmart Advisors Inc
    Cleveland, OH
Other Businesses

1)VIRTUS~NOT INVESTMENT RELATED~AVON, OH 44011~CONSULTING~VICE PRESIDENT~FEBRUARY 2006~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~NEW BUSINESS DEVELOPMENT - - - - - - - - - - - - 2)THE KAHL GROUP, LLC~INVESTMENT RELATED~1991 CROCKER ROAD, SUITE 600, WESTLAKE, OH 44145~INVESTMENT ADVISORY/MANAGEMENT SERVICES~PRESIDENT/ADVISOR~JULY 2005~160HRS PER MONTH~160HRS PER MONTH DURING MARKET~INVESTMENT ADVISORY AND MANAGEMENT SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-22
S63 Uniform Securities Agent State Law Examination 1995-06-14
  • S65 Uniform Investment Adviser Law Examination
    1999-12-22
  • S63 Uniform Securities Agent State Law Examination
    1995-06-14

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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