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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-12-10 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
155 N. Lake Avenue, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pasadena | CA | 11/2014 | 07/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pasadena | CA | 11/2014 | 07/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 07/2023 | Present |
UNIVERSITY OF SOUTHERN CALIFORNIA ALUMNI ASSOCIATION - CHIEF FINANCIAL OFFICER/TREASURER FOR AN ALUMNI NETWORKING GROUP OF THIS COLLEGE WHERE DUTIES INCLUDE ACCOUNTING FOR EVENTS HELD AND SCHOLARSHIP FUND RAISING ACTIVITIES. COMPENSATION IS NOT RECEIVED AND THIS IS A NON-INVESTMENT RELATED ACTIVITY WHICH IS NOT PERFORMED DURING NORMAL TRADING HOURS. 2-3 HOURS PER MONTH ARE DEVOTED TO THIS ACTIVITY. I DO NOT HAVE DEBIT CARD OR CHECK WRITING ABILITY. 2). NewEdge Advisors, LLC. - DBA Generate Wealth, LLC (RIA) - Investment Related - Investment Advisor Representative - Start: 07/2023 - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-15 |
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