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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Meriden | CT | 07/2006 | 10/2017 |
| Bongiovanni Insurance | Meriden | CT | 11/2005 | 12/2023 |
| Securities America, Inc. | Meriden | CT | 10/2017 | 11/2021 |
| Securities America Advisors | Meriden | CT | 10/2017 | 11/2021 |
| Cetera Advisor Networks | El Segundo | CA | 11/2021 | 12/2023 |
| Cwm, Llc Dba Carson Partners | Meriden | CT | 11/2021 | 12/2023 |
| Flp Financial | Meriden | CT | 11/2021 | 01/2022 |
| Nesso Wealth | Meriden | CT | 01/2022 | 12/2023 |
| Newedge Securities | Pittsburgh | PA | 01/2024 | Present |
| Newedge Advisors | New Orleans | LA | 01/2024 | Present |
1. Fixed Insurance w/various companies*Yes Invest*Meriden, CT*Fixed Insurance*1/2006*5 Hrs/5During Trade*Insurance Agent*Sells Life/Health/Disability/Annuities/LTC 2. Nesso Wealth*Invest Yes* Meriden CT*Financial services/Insurance DBA*1/2022*Wealth advisor*40 hrs/32 trade*Financial services/Insurance DBA 3. Irrevocable Trust*No Invest*Rocky Hill, CT*9/17*Responsible for the assets in the trust and making sure all appropriate paperwork if filed related to it 4. Executive Chair Holdings LLC* No Invest*Rocky Hill, CT*Rental property ownership*1/20*Owner* 0 Hrs/0 6. Bongiovanni Insurance & Financial LLC*Yes Invest*Meriden, CT*Financial Services/Insurance DBA*1/2006*Owner*5 Hrs/5 Trade*Financial Services/Insurance DBA 7. Nesso Senior Benefits, LLC*Yes Invest*Meriden, CT*Medicare advise and insurance*1/24*No day to day duties*0 Hrs/0 Trade 8.Nesso Insurance, LLC*Yes Invest*Meriden, CT*Property & Casualty insurance*1/24*0 Hrs/0 Trade 9.Nesso Benefits, LLC*Yes Invest*Meriden, CT*Employee Benefits business*Owener*1/24*0 Hrs/0 Trade 10.Wealth Planning and Advisory*Milldale CT*RIA wealth management and financial planning*Yes Invest*1/24*Wealth Advisor*Wealth Advisor*180 Hrs/0 Trade 11. NewEdge Advisors*Wealth Planning and Advisory*Yes Invest*Milldale CT*RIA wealth management and financial planning*1/1/24*Wealth Advisor*Lead Wealth Management Firm, as well as advise clients with financial planning*180 Hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-27 |
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