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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-12-12 |
| NH | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2025-12-08 |
| AL | RA | APPROVED | 2025-12-05 |
| LA | RA | APPROVED | 2025-12-05 |
Branch Locations
2005 Stonegate Trail, Suite 101, Birmingham, AL 35242 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Louisville | KY | 11/2013 | 05/2017 |
| Janus Distributors Llc | Denver | CO | 05/2017 | 01/2018 |
| Janus Management Holdings Corp. | Denver | CO | 05/2017 | 01/2018 |
| Brookfield Investment Management, Inc. | New York | NY | 01/2018 | 01/2021 |
| Quasar Distributors, Llc | Milwaukee | WI | 01/2018 | 01/2021 |
| Independent Brokerage Solutions Llc | New York | NY | 10/2019 | 12/2021 |
| Brookfield Public Securities Group Llc | Charleston | SC | 01/2021 | 04/2021 |
| Quasar Distributors, Llc | Charleston | SC | 01/2021 | 12/2021 |
| Brookfield Private Advisors Llc | New York | NY | 03/2021 | 12/2021 |
| Brookfield Oaktree Wealth Solutions Llc | New York | NY | 04/2021 | 06/2023 |
| Stonegate Investment Group, Llc | Birmingham | AL | 08/2023 | 12/2025 |
| Newedge Adviors | New Orleans | LA | 12/2025 | Present |
| Newedge Securities Llc | Pittsburgh | PA | 12/2025 | Present |
NewEdge Advisors, LLC - DBA Stonegate Investment Group; Investment related; Birmingham, AL; Start date 12/2025; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-09 |
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