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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-27 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
504 W Juneau Avenue, Milwaukee, WI 53203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Milwaukee | WI | 07/2013 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Northrock Partners | Minneapolis | MN | 03/2020 | Present |
Mr. Timblin conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Lakefront Wealth Advisory. Mr. Timblin is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
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