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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
412 Settlers Trace Blvd., Lafayette, LA 70503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ahrens Investment Partners, Llc | Lafayette | LA | 06/2021 | Present |
| Cathedral School | Natchez | MS | 07/2011 | 07/2017 |
| Chafey College | Rancho Cucamonga | CA | 07/2017 | 07/2018 |
| Copiah-Lincoln Community College | Wesson | MS | 07/2018 | 12/2018 |
| University Of Mississippi | Oxford | MS | 12/2018 | 07/2021 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2023 | Present |
1. NewEdge Advisors, LLC, DBA Coastal Capital Advisors; 412 Settlers Trace Blvd. Lafayette LA., Investment Related; Start: 05/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
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