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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-15 |
| CO | RA | APPROVED | 2020-07-06 |
| NC | RA | APPROVED | 2020-04-17 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | New Orleans | LA | 05/2010 | 05/2019 |
| Bank Of America,Na | New Orleans | LA | 09/2010 | 05/2019 |
| Lpl Financial, Llc | New Orleans | LA | 05/2019 | Present |
| Newedge Advisors, Llc (Gwm Advisors, Llc) | New Orleans | LA | 05/2019 | Present |
1. 05/20/2019 - PERISTYLE PRIVATE WEALTH/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ NEW ORLEANS, LA 2. 05/20/2019 - WP OF LOUISIANA/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ NEW ORLEANS, LA 70130 - Started 04/12/2019 3. 05/20/2019 - RIVER BASIN DISTILLERY, LLC/ DISTILLERY/ INVESTMENT RELATED/ 0%/ NEW ORLEANS, LA - Started 11/11/2016 4. 05/22/2019 - GWM Advisors, LLC - DBA:(Hybrid) Peristyle Private Wealth - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:05/17/2019 - 160 hrs/mo - 8 hrs during trading - 100% time spent. 5. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/17/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 08/08/2024 - Fefe, LLC - Real Estate Rental - Investment Related - Vail, CO - Start Date 10/09/2023 - 0 Hours Per Month/ During Trading 7) 05/22/2025 - R&J Properties, LLC - Inv. Related - Real Estate Rental - At reported business locations - Start Date 01/02/2025 - 0 Hours Per Month/ 0 During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-31 |
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