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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-12 |
| SC | RA | APPROVED | 2022-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jmi Sports | Greenville | SC | 05/2017 | 06/2021 |
| Peach Bowl Inc. | Atlanta | GA | 06/2016 | 05/2017 |
| Raymond James & Associates, Inc. | Greenville | SC | 06/2021 | 02/2022 |
| Newedge Securities, Inc. | Pittsburgh | PA | 02/2022 | Present |
1) Crescent Wealth Management - DBA name for business conducted under NewEdge Advisors, LLC (RIA) - Investment Related - At reported business location(s) - Financial Advisor - Started 02/01/2022 - 160 hours per month - 130 hours per month during market - Financial Advisor. 2. Mr. Brace is the Treasurer for Greenville Clemson Club- Non-Profit- Not Investment Related- Treasurer - 01//01/2025 - Mr. Brace spends 4 hours per month on this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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