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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-07 |
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
70 Gruber Lane Suite 261, St. Simons Island, GA 31522 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Saint Simons Island | GA | 04/2007 | 02/2024 |
| Mml Investors Services, Llc | Saint Simons Island | GA | 04/2007 | 02/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 02/2024 | Present |
| Newedge Advisors | New Orleans | LA | 02/2024 | Present |
1.Streamline Wealth*Fixed Insurance*Simons Island, GA *Yes Invest*Selling fixed insurance products to clients with personal insurance needs.*3/1/2023*Partner*40hrs per mnth*Partner, Financial Planner, Wealth Manager 2. PCGH Collaboration LLC*Brookhaven, GA *LLC formed to pay staff and share expenses when working with prior RIA*3/10/2023*Partner*Review bank account balances, distributing capital*0 Hours per mnth*Yes Invest 3. T Payne Holdings LLC*Simons Island, GA*LLC for the sole purpose of receiving my investment advisory income as a pass through entity*3/10/2023*Owner*Running payroll, paying business expenses, tracking profit & loss information*2 Hours per mnth 4.Mingledorff Trust*Yes Invest*Simons Island, GA*Trustee on trust account*3/25/26*Co-Trustee*Working in conjunction with Co-Trustee Joseph Mingledorff*1Hr trade/1 hr non trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-09 |
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