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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-02 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
9841 Broken Land Parkway Suite 120, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunoco | Clarksville | MD | 09/2019 | 07/2022 |
| Towson | Towson | MD | 08/2022 | 06/2024 |
| Lpl Financial Llc | Columbia | MD | 09/2024 | Present |
| Unemployed | Clarksville | MD | 08/2014 | 09/2019 |
| Newedge Advisors, Llc. | New Orelans | LA | 01/2025 | Present |
1- 09/2024 / The Columbia Advisory Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/04/2024 - The Columbia Advisory Group - Registered Investment Advisor DBA - Admin- Investment Related - At Reported Business Location(s) - Start Date 07/08/2024 - 160 Hours per Month/ 8 Hours During Trading 3- 10/04/2024 - 01/02/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - Admin- Investment Related - At Reported Business Location(s) - Start Date 07/08/2024 - 160 Hours per Month/ 8 Hours During Trading - I provide administrative support to NewEdge Advisors, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 4. 01/02/2025 - Mr. Koutras conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Columbia Advisory Group, LLC. Mr. Koutras is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 5. 01/02/2025 - Insurance Agent - - Investment Related - Provide insurance products to clients - DBA used in conjunction Columbia Advisory Group- Start Date: 01/02/2025 - Insurance Producer- Provide life, health, accident - hours vary - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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