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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-17 |
Branch Locations
291 S Pine Street, Spartanburg, SC 29302 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Greenville | SC | 02/2013 | 06/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 06/2024 | Present |
| Newedge Advisors | New Orleans | LA | 06/2024 | Present |
1. Mr. Wilkes conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Sage Capital Wealth. Mr. Wilkes is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. Start Date: 06/2024. 2. Fixed Ins / Variable annuities* Yes Invest*Spartanburg SC *Partnership*6/14/24*Insurance Agent*Sales of Insurance*4 Hrs trade/2 Non trade 3.Own Building*Greenville SC * No Invest*investment Property*Sole Owner*6/14/24*Owner*1 Hr trde/1 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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