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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-21 |
Branch Locations
251 S Lake Avenue Suite 800, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Advisors, Llc | New Orleans | LA | 05/2026 | Present |
| Wells Fargo Clearing Services | Pasadena | CA | 05/2017 | 01/2020 |
| Wells Fargo Bank | Pasadena | CA | 05/2017 | 01/2020 |
| Wells Fargo | Pasadena | CA | 09/2012 | 04/2017 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2020 | 11/2020 |
| Northcoast Asset Management | Greenwich | CT | 12/2020 | 10/2021 |
| Quasar Distributors, Llc | Pasadena | CA | 05/2021 | 06/2024 |
| Connectus Wealth | Greenwich | CT | 11/2021 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Pasadena | CA | 06/2024 | 05/2026 |
1. NewEdge Advisors, LLC - DBA Flintridge Private Wealth; Investment related; Pasadena, CA; Start date 05/2026; 160 total hours; 160 trading hours; Investment Advisor Representative 2. Temp Kings Air; Not Investment Related; Pasadena, CA; HVAC & Plumbing; Owner; 09/2025; 0 total hrs; 0 trading hrs; no additional duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-22 |
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