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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • 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. | Franklin | TN | 08/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Franklin | TN | 03/2020 | 01/2026 |
| Newedge Securities Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
1. Real Estate Ownership; Commercial; 540 Burnet Ave. Syracuse, NY, ,; Not Investment-Related; 03/05/2008. 2. Fixed Annuity Business*Yes Invest*Franklin, TN *Insurance Agent for Fixed Annuities*1/23/26*Financial Advisor*2 Hrs trade/2 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-06 |
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