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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-15 |
Branch Locations
500 East Broward Boulevard Suite 900, Fort Lauderdale, FL 33394 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers | Newport Beach | CA | 06/2017 | 12/2023 |
| Baseball And Business | Plantation | FL | 05/2017 | Present |
| Kforce | Sunrise | FL | 02/2016 | 06/2017 |
| Newedge Advisors, Llc. | New Orleans | LA | 12/2023 | Present |
1. Owner of Baseball and Business, a website and podcast network. Activity will take place from Davie, FL. Organization is not primarily engaged in investment-related activity. Start date was December 1, 2015. Ten hours per month. Duties include the general management of the organization. 2. NewEdge Advisors, LLC. - DBA Firm Family Foundation Family Wealth {RIA} - Investment Related - Investment Advisor Representative - Start: 12/2023 - 100% of time is spent on this during trading hours - at reported business location. 3. Licensed Insurance Agent; Life Accident, & Health or Sickness
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-22 |
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