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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-11-15 |
| CA | RA | APPROVED | 2021-11-12 |
| NY | RA | APPROVED | 2021-11-12 |
| TX | RA | APPROVED | 2021-11-12 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1185 Avenue Of Americas 3Rd Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2009 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2009 | 11/2021 |
| Triad Advisors | Norcross | GA | 11/2021 | 04/2022 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)Daniel Riso;investment related;11 West 26th St,Apt 2;airbnb rental of apartment;owner;2015;5 hrs/month;0 hrs during trading;rental real estate 2)New Edge Advisors;investment related;858 Camp St,New Orleans,LA 70130;RIA;consultant;11/12/2021;160 hrs/month;6.5 hrs during trading;running fee based accounts 3)Parion Wealth ;investment related;1185 Ave of Americas,4th Flr;dba-RIA;IAR & Reg Rep;11/2021;160 hrs/month;6.5 hrs during trading;fee based advisory-RIA 4)Statesmen Properties,LLC;investment related;333 West North Ave,Box 123;rental real estate company;owner;2016;40 hrs/month;6.5 hrs during trading;rental real estate 5)Diversified Brokerage Services,Inc;not investment related;5501 Excelsior Blvd,Minneapolis,MN 55416;fixed insurance brokerage;12/15/2021;2 hrs/month;30 minutes during trading;term life insurance brokerage 6)Policy Genius;not investment related;32 Old Slip 30th Flr,New York,NY 10005;accelerated term insurance business;12/15/2021;2 hrs during trading;5 minutes during trading;term life insurance brokerage. 7) - DJR Consulting Group - 11 West 26th Street Apt 2, NY, NY 10010 - Riso Consulting Group provides services to business owners and privately held companies. Services include business coaching and consulting. No fees charged for this activity - Using DBA in conjunction with this activity - LLC - Start date: 08/14/2024 - Founder and CEO - Through a network of various specialized professionals, I advise individuals and business owners on reducing business risks and expenses. - 5 Hours per month are devoted this this activity during trading hours - Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-24 |
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