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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-18 |
Branch Locations
1251 Waterfront Place, Suite 525, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Axios Advisory Group, Ltd. | Wexford | PA | 02/2003 | 07/2025 |
| Capfinancial Securities | Raleigh | NC | 08/2015 | 09/2017 |
| Pensionmark Securities, Llc | Wexford | PA | 09/2017 | 07/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 07/2025 | Present |
| Newedge Advisors | New Orleans | LA | 07/2025 | Present |
| Pensionmark Financial Group, Llc Dba/ Axios Advisory Group | Santa Barbara | CA | 09/2015 | 07/2025 |
(1) AXIOS ADVISORY GROUP LTD; INVESTMENT RELATED; 115 VIP DR, SUITE 120, WEXFORD, PA 15090; NON VARIABLE INSURANCE AND INVESTMENT ADVISORY; FINANCIAL ADVISOR/AGENT; 2/2003; 100 HRS MONTH; 90 HRS MONTH; INDIVIDUAL AND BUSINESS ADVISORY AND NON VARIABLE INSURANCE (2)AMERICAN PENSION BENEFITS; 115 VIP DRIVE, SUITE 120, WEXFORD, PA 15090; NON INVESTMENT RELATED; THIRD PARTY ADMINISTRATOR; ADVISOR; 1/2015; 10 HRS MONTH; 10 HRS MONTH 2.New Edge Advisors*Yes Invest*Pittsburgh, PA *Registered Investment Advisory*Trust Company*8/1/25*Investment Advisor*Advise and consult with clients and make investment recommendations.*15 Hrs trade/0 Non trade 3.American Trust Wealth* Yes Invest*Pittsburgh, PA *Lexington, KY *Trust Company - Advisory services*Trust Company*8/1/25*Investment Advisor*Advise and recommend investment options for clients. Solicit new clients*120 Hrs trade/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-27 |
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