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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twiage | Farmington | CT | 08/2022 | 09/2023 |
| Vintech Management Services | Torrington | CT | 01/2018 | 02/2023 |
| Hartford Public High School | Hartford | CT | 06/2020 | 06/2022 |
| University Of Connecticut | Storrs | CT | 08/2015 | 12/2019 |
| Lpl Financial | Manchester | CT | 11/2022 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington | CT | 09/2023 | 05/2025 |
| Johns Hopkins University | Baltimore | MD | 06/2020 | 06/2022 |
| Simsbury Ambulance | Simsbury | CT | 10/2021 | 03/2022 |
| Bank Of America, N.A. | Farmington | CT | 10/2023 | 05/2025 |
| Newedge Advisors | Manchester | CT | 05/2025 | Present |
| Lpl Financial | Manchester | CT | 05/2025 | Present |
1. 05/16/2025 - 138 Allen Street LLC - Real Estate Rental - Investment Related - Farmington CT 06032 - Start Date 01/01/2020 - 3 Hrs/Mth - 1 Hrs During Trading 2. 05/16/2025 - Daniel Rider, LLC - Daniel Rider, LLC - Not Investment Related - Granby, CT 06035 - Start Date 06/01/2022 - 5 Hrs/Mth - 0 Hrs During Trading 3. 05/16/2025 - New England Retirement Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Manchester, CT 0604 - Start Date 05/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading 4. 05/16/2025 - 8 Federal Street LLC - Real Estate Rental - Investment Related - Farmington, CT 06032 - Start Date 01/01/2022 - 5 Hrs/Mth - 0 Hrs During Trading 5. 05/30/2025 - NewEdge Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:05/07/2025 - 160 Hrs/Mth - 8 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 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. 6. 05/30/2025 - New England Retirement Strategies, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:05/07/2025 - 160 Hrs/Mth - 8 Hrs During Trading 7. 12/17/2025 - 193 Superior Ave - Real Estate Rental - Newington, CT - Investment Related - Start Date 11/19/2025 - 2 hours per month/ 1 hour during trading 8. 12/17/2025 - 384 Superior Ave - Real Estate Rental - New Britain, CT - Investment Related - Start Date 11/19/2025 - 1 hour per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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