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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-25 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
4220 Lucile Dr., Suite 100, Lincoln, NE 68506 • United States
858 Camp Street, New Orleans, LA 70130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus And Company, Inc. | St. Louis | MO | 10/2010 | 07/2025 |
| Newedge Advisors | New Orleans | LA | 07/2025 | Present |
| Newedge Securities, Llc | Pittsburgh | PA | 07/2025 | Present |
1. Haymarket Sweet*No Invest*PBA Arena*Private suite in PBA Arena for basketball games/concerts*8/1/15*1 Hr Trade/1 Non trade 2.Cleartrek Wealth Partners* Yes Invest*Lincoln, NE *Investing*8/1/25*Chairman*Managing client's money*160 Hrs Trade/160 Non Trade 3.9BarO*Yes Invest*2305 Winding Ridge Road*Registered Investment Advisor*8/1/25*Investing*Chairman*60 Hrs trade/0 Non trade 4.NewEdge Advisors*Yes Invest*Lincoln, NE *Registered Investment Advisor*8/1/25*Member*Chairman Investment Advisor*160 Hrs trade/160 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-29 |
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