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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-12 |
Branch Locations
2000 Linglestown Rd, Suite 305, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | Harrisburg | PA | 08/2010 | 01/2024 |
| Newedge Advisors | New Orleans | LA | 01/2024 | Present |
| Newedge Securities Inc | Pittsburgh | PA | 01/2024 | Present |
1. Unifi Insurance*Harrisburg, PA *Fixed, Life, annuity and LTCI sales* Yes Invest*COO/ Agent*Overseeing day to day operations Soliciting fixed, life, annuity (non variable) and LTCI business*20 Hours2 2. New Edge Advisors*Harrisburg, PA *Registered Investment Advisor* Yes Invest*1/12/2024*Financial Advisor Operations lead*80 per mnth & during trade* 3.Church Capital Campaign Committee*No Invest*Hummelstown, PA *Hummelstown United Church of Christ - religious Chairing capital campaign committee*Capital campaign committee - Chair*To oversee the committee to decide how to raise funds for building expenses for the church.*0 Hours during trade 3.Unifi Advisors*Yes Invest*Harrisburg, PA *1/2/2024*COO/ Financial Advisor*Financial Advisor and Operations lead*160 Hrs/0 Trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-01 |
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