Carter Brower

Current Employers

Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-05-06

TX RA
APPROVED

Since 2022-05-06

Branch Locations

245 Cedar Sage Suite 250, Garland, TX 75040 • United States

101 E. Park Blvd. Suite 111, Plano, TX 75074 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
William Blair & Company	Dallas	TX	07/2015	09/2016
Lake Point Advisory Group	Heath	TX	12/2016	11/2021
Mercer Global Advisors	Heath	TX	11/2021	05/2022
Newedge Advisors, Llc	New Orleans	LA	05/2022	Present

07/2015 → 09/2016

William Blair & Company

Dallas, TX
12/2016 → 11/2021

Lake Point Advisory Group

Heath, TX
11/2021 → 05/2022

Mercer Global Advisors

Heath, TX
05/2022 → Present

Newedge Advisors, Llc

New Orleans, LA

Previous Registrations

2021-12-22 → 2022-05-16

Mercer Global Advisors Inc.

Denver, CO
2017-03-18 → 2022-05-16

Lake Point Wealth Management, Llc

Heath, TX

Other Businesses

1. Libertas Financial Partners - DBA: NewEdge Advisors - Investment Related - At Reported Business Location(s)-Registered Investment Adviser DBA- Registered Investment Advisor Representative - Started 05/06/2022 - 100% time spent on this activity. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NewEdge Advisors, LLC FOR SALES OF FIXED INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-18
S63	Uniform Securities Agent State Law Examination	1996-07-15

S65 Uniform Investment Adviser Law Examination

2017-03-18
S63 Uniform Securities Agent State Law Examination

1996-07-15

Other Names

Carter Brower
Carter Michael Carrao
Carter Michael Brower

View on SEC IAPD