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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| RI | RA | APPROVED | 2026-06-22 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
Charlestown, MA • United States
117 Bellevue Avenue Unit 200A, Newport, RI 02840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cambridge | MA | 04/2012 | 05/2026 |
| Tiaa | Cambridge | MA | 04/2012 | 05/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 06/2026 | Present |
1. NewEdge Advisors, LLC - DBA Tenured Advisors; Investment related; Newport, RI; Start date 06/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Bertsch Financial LLC; Not Investment Related; Cambridge, MA; pass through LLC for tax purposes; member; 06/2026; 2 total hrs; 0 trading hrs; partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-11 |
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