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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Tequesta | FL | 11/2023 | Present |
| Bass College Prep Llc | Moorestown | NJ | 01/2015 | 01/2021 |
| Ccs Fundraising | Philadelphia | PA | 02/2021 | 10/2021 |
| Cultural Council Of Palm Beach County | Lake Worth | FL | 10/2021 | 01/2022 |
| Baptist Health South Florida | Boynton Beach | FL | 02/2022 | 10/2022 |
| Jupiter Medical Center | Jupiter | FL | 11/2022 | 10/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2024 | Present |
1- 01/22/2024 - Silver Edge Financial Group - DBA for LPL Business (entity for LPL business) - Start date: 11/13/2023 2- 3/12/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 11/13/2023 - 140 Hrs/Mo; 6 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 12/26/2024- Silver Edge Financial Group- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 12/17/2024- 5 Hours Per Month 4- 01/03/2025- Silver Edge Financial Group- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 08/16/2021- 160 Hours Per Month- 40 Hours During Trading 5. 07/23/2025 - ECA Marketing - Non-Variable Insurance - Inv rel - At reported business location(s) - Start date: 07/14/2025 - 5Hours Per Month- 1 Hours During Trading. 6. 07/23/2025 - Pacific Life - Non-Variable Insurance - Inv rel - At reported business location(s) - Start date: 07/14/2025 - 5Hours Per Month- 1 Hours During Trading. 7. 07/23/2025 - Synchronize - Non-Variable Insurance - Inv rel - At reported business location(s) - Start date: 07/14/2025 - 5Hours Per Month- 1 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-09 |
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