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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1001 State Street Suite 1400, Erie, PA 16501 • United States
2 disclosure categories 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. | Erie | PA | 11/1981 | 10/2018 |
| Mid Atlantic Capital Corporation | Erie | PA | 12/2018 | Present |
| Mid Atlantic Financial Management, Inc | Pittsburgh | PA | 11/2018 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)HAKEL FABRIZIO FINANCIAL GROUP~INVESTMENT RELATED~1001 STATE STREET, SUITE 1400 ERIE, PA 16501~WEALTH MANAGEMENT~PARTNER/SENIOR VP WEALTH MANAGEMENT~DECEMBER 2018~200HRS PER MONTH~130HRS PER MONTH DURING MARKET~INVESTMENT ADVISOR AND FINANCIAL PLANNER - - - - - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~1001 STATE STREET, SUITE 1400 ERIE, PA 16501~FIXED INSURANCE SALES~AGENT~APRIL 1982~2HRS PER MONTH~2HRS PER MONTH DURING MARKET~FIXED INSURANCE SALES TO POTENIAL CLIENTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-29 |
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