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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| LA | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED_RES | 2025-12-02 |
| PA | RA | APPROVED | 2025-12-01 |
| TN | RA | APPROVED | 2025-12-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
400 Burns Court, Sarasota, FL 34236 • United States
1901 21St Avenue South, Nashville, TN 37212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Brentwood | TN | 01/2014 | 12/2025 |
| Raymond James Financial Services Advisors Inc. | Brentwood | TN | 01/2014 | 12/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 12/2025 | Present |
(1) 1903 21St Ave S, Nashville, TN; Rental Real Estate; Investment Related; 06/2024; Total hours per month: 0-1; Trading hours: 0; rental real estate management (2) Legal Eagle LLC; Hattiesburg, MS; Partner; Not Investment Related; Start Date: 03/2022; Total hours per month: 0-1; Trading hours: 0; 85% owner of an airplane (3) Wealth Strategies Partners; Nashville, TN; Insurance Agent; Investment Related; Start Date: 04/2020; Total hours per month: 2-10; Trading hours: 2-10; selling insurance (4) NewEdge Advisors, DBA Wealth Strategies Partners; Nashville, TN; Investment Advisor Representative; Investment Related; Start Date 01/2014; Total hours per month: 160; Trading hours: 160; financial planning, investment advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-01 |
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