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Nathaniel Andrew Novak

Newedge Advisors

New Orleans, LA

New Orleans, LA

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-07-02
TX RA APPROVED 2020-07-02
  • LA RA
    APPROVED
    Since 2020-07-02
  • TX RA
    APPROVED
    Since 2020-07-02

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

909 Poydras Street Suite 1240, New Orleans, LA 70112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. New Orleans LA 02/2013 07/2020
Newedge Securities, Llc New Orleans LA 07/2020 Present
Newedge Advisors, Llc New Orleans LA 07/2020 Present
  • 02/2013 → 07/2020
    Raymond James & Associates, Inc.
    New Orleans, LA
  • 07/2020 → Present
    Newedge Securities, Llc
    New Orleans, LA
  • 07/2020 → Present
    Newedge Advisors, Llc
    New Orleans, LA
Previous Registrations
  • 2013-02-13 → 2020-07-02
    Raymond James & Associates, Inc.
    New Orleans, LA
    New Orleans, LA
  • 2011-11-09 → 2013-02-13
    Morgan Keegan & Company, Llc
    New Orleans, LA
  • 2010-10-27 → 2011-06-30
    Securian Financial Services, Inc.
    Metairie, LA
Other Businesses

1)START DATE JULY 2020 NEWEDGE ADVISORS LLC~INVESTMENT RELATED~858 CAMP ST, NEW ORLEANS, LA 70112~RIA~INVESTMENT ADVISOR REPRESENTATIVE~JULY 2020~160HRS PER MONTH DURING MARKET~FULL TIME EMPLOYEE 2.Gibson Lane LLC*Yes Invest*New Orleans, LA *Business Entity for Tax/Investment Purposes Only*1/20/26*Managing Member*Business Entity for Tax/Investment Purposes Only*0 trade/1 Non trade

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-22
  • S66 Uniform Combined State Law Examination
    2010-10-22

View on SEC IAPD

Other Firms

MONTZ HARCUS WEALTH MANAGEMENT
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
ADG WEALTH MANAGEMENT GROUP, LLC

Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
Mary Elizabeth Brown
RONALD H. DAWSON, JR.
Jessica Leigh Marasco

Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

More in New Orleans, LA

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