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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
9450 Enterprise Drive, Mokena, IL 60448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orland Park | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orland Park | IL | 11/2016 | 10/2022 |
| Newedge Securities Inc | Pittsburgh | PA | 10/2022 | Present |
| Newedge Advisors | New Orleans | LA | 10/2022 | Present |
1. CrossMMG LLC*New Orleans LA *Effective as of January 1, 2024, Cross MMG, LLC has taken over as a professional employer organization and will be providing payroll, benefits, workers' compensation, and other human resources services in connection with your employment.*Professional Employer Organization LLC*1/1/2024*Senior Client Services Associate*Client Service Associate, open new accounts, money movement, unsolicited trading.*40 Hr trade/0 Non trade 2. NewEdge Advisors* Yes Invest*Mokena Il*Registered Investment Advisor*10/31/22*Senior Client Services Associate*Money movement Open new Accounts UNSOL Trades*40 Hrs Trade/0 Outside
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-07 |
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