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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-27 |
| MA | RA | APPROVED | 2026-04-23 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
Canton, MA • 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 |
|---|---|---|---|---|
| Tiaa | Boston | MA | 04/2005 | 03/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boston | MA | 04/2005 | 03/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 04/2026 | Present |
1. Self-Employed; Not Investment Related; Canton, MA; Insurance; licensed insurance agent; 2/2006; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance 2. Gaffney Financial; Not Investment Related; Canton, MA; pass through llc for tax purposes; member; 04/2016; 2 total hrs; 0 trading hrs; owner 3. NewEdge Advisors, LLC - DBA Tenured Advisors; Investment related; Canton, MA; Start date 04/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-21 |
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