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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED | 2023-08-17 |
Branch Locations
119 Manly Street, Greenville, SC 29601 • United States
858 Camp Street, New Orleans, LA 70130 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 11/2015 | 08/2023 |
| Bank Of America, N.A. | Greenville | SC | 01/2016 | 08/2023 |
| Lpl Financial, Llc | Greenville | SC | 08/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2023 | Present |
1- 08/2023 / PROVIDENT WEALTH / DBA for LPL Business (entity for LPL business) / Investment Related 2- 09/17/2024 - SDG Property LLC - Real Estate Rental - Owner - Investment Related - At Reported Business Location(s) - Start Date 03/05/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-13 |
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