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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-01 |
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2401 Smallman Street 2Nd Floor, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 04/2012 | Present |
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 04/2012 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1) Insurance*No Invest*Pittsburgh, PA* Sale of Fixed Ins (Life Health Disability, Annuities, Long-term care)*Agent*5/2009*Sale of fixed Ins 2) Dominick Financial Group* Yes Invest*Pittsburgh, PA* Financial Planning*Owner/President*2/2019* 160 Per mnth/160 During Trade*Financial Advisor 3)RENTAL PROPERTY~NON INVESTMENT RELATED~SARASOTA, FL 34242~RENTAL PROPERTY~OWNER~APRIL 2021~1HR PER MONTH~0HRS PER MONTH DURING MARKET~RENTAL PROPERTY 4)Dominick Financial Group*No Invest*5770 midnight pass road*Owner*renting a condo. I have a real estate company doing the renting and Maintenace*2/1/23*0 Hrs 5)New Edge Advisors*Yes Invest*Pittsburgh, PA *Registered Investment Advisor*10/1/22*Principal/advisor*Financial Advisor to clients*160 Hour per mnth 6)Pittsburgh Cares*Board Member Pittsburgh Cares*Pittsburgh, PA *non-profit organization*6/1/2018*board member*advise managment*3Hrs per mnth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-08 |
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