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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-09 |
| NH | RA | APPROVED | 2024-01-08 |
| NC | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2024-01-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5960 Fairview Rd. Suite 100-B, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Davidson | NC | 06/2015 | 12/2023 |
| Raymond James Financial Services Advisors Inc. | Huntersville | NC | 06/2015 | 12/2023 |
| Waite Wealth Management, Llc | Cornelius | NC | 06/2015 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 01/2024 | Present |
(1)Name of Business: Waite Wealth Management, LLC Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/23/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner DBA support company. 2. NewEdge Advisors, LLC.: DBA AssetWise Financial Group [RIA] -Investment Related - Investment Advisor Representative - 100% of time during trading hours is devoted to this activity. 3. Waite Wealth Management. LLC - Investment Related - I do not hold this business out to the public - 6214 Pumpernickel Lane, Monroe, NC 28110. - Support Company - Owner - 06/23/2015 - 0 Hours devoted to this activity during trading hours - This activity is strictly for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-15 |
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