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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 |
| NH | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5960 Fairview Road Suite 100, Charlotte, NC 28210 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Charlotte | NC | 01/2009 | 12/2019 |
| Eudaimonia Partners, Llc | Charlotte | NC | 12/2019 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2023 | Present |
NewEdge Advisors, LLC. - DBA AssetWise Financial {RIA} - Investment Related - Investment Advisor Representative - Start: 11/2023 - At reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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