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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
| WI | RA | APPROVED | 2026-05-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Madison | WI | 07/2013 | 04/2017 |
| Newedge Advisors, Llc | New Orleans | LA | 05/2026 | Present |
| Stifel Nicolaus & Co Inc | Madison | WI | 04/2017 | 05/2026 |
NewEdge Advisors, LLC - DBA Nimmo Wealth Partners LLC; Investment related; Janesville, WI; Start date 05/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1979-07-11 |
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