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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-04-08 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5925 Line Ave Suite 5, Shreveport, LA 71106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancorp South Bank | Shreveport | LA | 09/2013 | 02/2022 |
| Newedge Advisors, Llc. | New Orleans | LA | 02/2022 | 10/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 10/2025 | Present |
1. Mr. Moss conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Deupree James Wealth Management. Mr. Moss is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Moss is a Foundation Member of ARC of Caddo Bossier. His duties include serving as a foundation member and rotating periodically as a board member. Mr. Moss devotes 3 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
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