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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-30 |
Branch Locations
103 Bradford Village Court, Southern Pines, NC 28387 • United States
858 Camp Street, New Orleans, LA 70130 • 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 |
|---|---|---|---|---|
| Milestone Advisory Partners | Southern Pines | NC | 10/2015 | 05/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2023 | Present |
1. Ms. White is a licensed insurance agent/broker. She may offer insurance products and receive customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation earned. To mitigate this potential conflict, Ms. White, as a fiduciary, will act in the client's best interest. 2. Ms. White is a notary public. Ms. White devotes 1 hour per month to this activity outside of trading hours. 3. Ms. White is involved with Turnberry Properties LLC, an entity that owns rental properties. Ms. White devotes 10 hours per month to this activity outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-31 |
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