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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-12 |
Branch Locations
36 Maplewood Avenue, Portsmouth, NH 03801 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Portsmouth | NH | 02/2014 | 06/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Portsmouth | NH | 02/2014 | 06/2026 |
| Newedge Advisors, Llc | New Orleans | LA | 06/2026 | Present |
1. Melody Evans Financial LLC; Not Investment Related; Candia, NH; pass through LLC for tax purposes; owner; 6/2026; 0 total hrs; 0 trading hrs; entity for tax purposes 2. Self-Employed; Not Investment Related; Candia, NH; Insurance; licensed insurance agent; 2/2014; 1 total hrs; 1 trading hrs; recommending and providing fixed insurance 3. NewEdge Advisors, LLC - DBA Tenured Advisors; Investment related; Portsmouth, NH; Start date 06/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-11 |
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