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Patricia Adair Morgan

Newedge Advisors

New Orleans, LA

Pittsburgh, PA

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Current Employers
Newedge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-01
  • PA RA
    APPROVED
    Since 2021-11-01

Branch Locations

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

2275 Shallow Hill Rd Bldg 400, Pittsburgh, PA 15220 • 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
Adair Financial Group Pittsburgh PA 04/2007 Present
Mid Atlantic Financial Management Pittsburgh PA 04/2012 Present
Newedge Advisors, Llc. New Orleans LA 11/2021 Present
  • 04/2007 → Present
    Adair Financial Group
    Pittsburgh, PA
  • 04/2012 → Present
    Mid Atlantic Financial Management
    Pittsburgh, PA
  • 11/2021 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
  • 2012-04-02 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-08
  • S65 Uniform Investment Adviser Law Examination
    2011-09-08
Other Names
  • Pattie Morgan
  • Pattie Adair

View on SEC IAPD

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