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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
500 Lake Street Suite 206, Excelsior, MN 55331 • 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 |
|---|---|---|---|---|
| Mid Atlantic Financial Management, Inc | Pittsburgh | PA | 09/2010 | Present |
| Mid Atlantic Capital Corporation | Excelsior | MN | 09/2010 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)FIXED INSURANCE AGENT~INVESTMENT RELATED~510 LAKE STREET, SUITE 206, EXCELSIOR MN 55331~FIXED INSURANCE BUSINESS~INSURANCE AGENT~FIXED INSURANCE SALES - - - - - - - - - - - - - - 2)AUGUST EDGE, LLC~INVESTMENT RELATED~510 LAKE STREET, SUITE 206, EXCELSIOR MN 55331~NON-INVESTMENT SERVICES TO PRE-RETIRE AND RETIREES~OWNER~AUGUST 2011~10HRS PER MONTH~5HRS PER MONTH DURING THE MARKET~OVERSEE PROVIDER SELECTION, MARKETING STRATEGY AND PLAN EXECUTION - - - - - - - - - - - - - - 3)AUGUST FINANCIAL CONSULTING, LLC~NON INVESTMENT RELATED~500 LAKE STREET, SUITE 206, EXCELSIOR, MN 55331~FINANCIAL ADVISING~FINANCIAL ADVISOR/100% OWNER~SEPTEMBER 2010~170HRS PER MONTH~165HRS PER MONTH DURING MARKET~FINANCIAL PLANNING, PORTFOLIO MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-02 |
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