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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-12
SC RA APPROVED 2024-01-09
  • TX RA
    APPROVED_RES
    Since 2024-12-12
  • SC RA
    APPROVED
    Since 2024-01-09

Branch Locations

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

124 Verdae Blvd. Suite 105, Greenville, SC 29607 • 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
Raymond James & Associates, Inc. Greenville SC 02/2013 02/2022
Newedge Securities, Inc. Pittsburgh PA 02/2022 Present
Newedge Advisors, Llc. New Orleans LA 02/2022 Present
  • 02/2013 → 02/2022
    Greenville, SC
  • 02/2022 → Present
    Newedge Securities, Inc.
    Pittsburgh, PA
  • 02/2022 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

1). Crescent Wealth Management - DBA name for business conducted under NewEdge Securities, Inc. (Broker-Dealer) - Investment Related - At Reported Business Location(s)-- Commission based securities business -- Registered Representative - Started 02/01/2022 - 100% time spent on this activity -- as a registered representative I provide commission based securities services. 2). MAY EARN COMMISSIONS FROM INSURANCE COMPANIES/General Agents NOT AFFILIATED WITH NewEdge Advisors, LLC FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS -- started 02/01/2022 3) Crescent Wealth Management - DBA name for business conducted under NewEdge Advisors, LLC (RIA) - Investment Related - At reported business location(s) - Investment advisor - Started 02/01/2022 - 160 hours per month - 130 hours per month during market - Portfolio Manager. 4). Trustee of Dominick Panuccio Trust*Trustee of family member's Trust (uncle)*Greenville SC *6/21/2024*Trustee*Serving as Trustee of Trust, following duties listed in trust document until assets are finally distributed out to Trust beneficiary* 6/24/2024*1 Hour

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-06-24
S63 Uniform Securities Agent State Law Examination 1990-05-23
  • S65 Uniform Investment Adviser Law Examination
    1993-06-24
  • S63 Uniform Securities Agent State Law Examination
    1990-05-23

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