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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-05-05
TX RA APPROVED_RES 2023-05-05
  • LA RA
    APPROVED
    Since 2023-05-05
  • TX RA
    APPROVED_RES
    Since 2023-05-05

Branch Locations

412 Settlers Trace Blvd., New Orelans, LA 70508 • United States

858 Camp Street, New Orleans, LA 70130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ahrens Investment Partners, Llc Lafayette LA 08/2015 Present
Newedge Advisors, Llc. Lafayette LA 05/2023 Present
  • 08/2015 → Present
    Ahrens Investment Partners, Llc
    Lafayette, LA
  • 05/2023 → Present
    Newedge Advisors, Llc.
    Lafayette, LA
Previous Registrations
  • 2015-08-18 → 2023-05-05
    Ahrens Investment Partners, Llc
    Lafayette, LA
  • 2005-02-11 → 2013-12-13
    Lafayette, LA
    Lafayette, LA
  • 2004-03-11 → 2005-02-08
    Msi Financial Services, Inc.
    Lafayette, LA
Other Businesses

1. 10/20/2005 - non-variable insurance - sale of life and health insurance , as well as annuities and fixed insurance products, investment related entity, located at 412 Settlers Trace Blvd. Lafayette, LA 70508. Currently 40 hours per month is devoted to this entity with approximately 30 of these hours being during security trading hours. 2. Since 2008, owns and manages a rental home, located at 1206 Jefferson Street Lafayette, LA 70501, from which rental income is received. non investment related. Devotes approximately 1 hour per month to this entity, none of the time during security trading hours. 3. NewEdge Advisors, LLC DBA Coastal Capital Advisors; 412 Settlers Trace Bkvd, Lafayette LA.; Investment Related; Start 05/2023.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-27
  • S63 Uniform Securities Agent State Law Examination
    1998-07-27
Designations
Other Names
  • Neil Morein

View on SEC IAPD

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