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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-09-20 |
Branch Locations
12117 Bee Caves Rd Suite 220, Austin, TX 78738 • 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 |
|---|---|---|---|---|
| 1St Global Insurance Services, Inc. | San Diego | CA | 12/2015 | 11/2019 |
| 1St Global Capital Corp. | San Diego | CA | 12/2015 | 11/2019 |
| 1St Global Advisors, Inc. | San Diego | CA | 12/2015 | 11/2019 |
| Rawdin-Baron Financial, Inc. | San Diego | CA | 12/2015 | 11/2019 |
| Tcg Advisors, Lp | Austin | TX | 11/2019 | 07/2020 |
| Tcg Advisors, Llc A Hub International Company | Austin | TX | 07/2020 | Present |
| Hub International | Chicago | IL | 08/2021 | 09/2024 |
1. Mr. Anderson conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Everplan Wealth. Mr. Anderson is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Anderson is an adjunct professor at the University of California San Diego and devotes 0 hours during trading hours to this activity. 3. Mr. Anderson is the owner of Everplan Tax, LLC. This is a tax preparation business and 10 hours a month are devoted to this activity during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-28 |
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