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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
| VA | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1751 Pinnacle Drive, Suite 600, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corporation | Nokesville | VA | 03/2016 | Present |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 03/2016 | Present |
| Bouchard Wealth Advisors Llc | Nokesville | VA | 03/2016 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)FIXED INSURANCE SALES~NON INVESTMENT RELATED~12610 NOKESVILLE RD, NOKESVILLE, VA 20181~INSURANCE SALES~AGENT~MARCH 2016~4HRS PER MONTH~4HRS PER MONTH DURING MARKET~FIXED INSURANCE SALES TO POTENTIAL CLIENTS - - - - - - - - - - - - 2)Guiding Wealth Financial Partners*Yes Invest*Mclean, VA*Managing Director*Advisory services offered through NewEdge Advisors, LLC doing business as Guiding Wealth Financial Partners, LLC, as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.*2/1/24*160 Per mnth/160 Trade*Retirement planning, Estate planning, and education planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-05 |
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