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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2023-12-22 |
Branch Locations
223 E. Main Street, New Iberia, LA 70560 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lafayette | LA | 10/2012 | 05/2017 |
| New York Life Insurance Co | Lafayette | LA | 05/2017 | 10/2021 |
| Nylife Securities Llc | Lafayette | LA | 06/2017 | 10/2021 |
| Cornerstone Financial | Lafayette | LA | 10/2012 | 05/2017 |
| Eagle Strategies Llc | Lafayette | LA | 07/2017 | 10/2021 |
| Massmutual Life Insurance Co | Metairie | LA | 10/2021 | 12/2023 |
| Mml Investors Services Llc | Springfield | MA | 10/2021 | 12/2023 |
| Newedge Advisors, Llc. | New Orleans | LA | 12/2023 | Present |
NewEdge Advisors, LLC. - DBA Cestia Wealth Management [RIA} -Investment Related - Investment Advisor Representative - Start: 12/2023 - 100% of time is devoted to this activity during trading hours - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-03 |
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