Evan Drew Saterfiel

Current Employers

Employment History

• 05/2006 → 12/2018
  Iberia Investment Services
  Lafayette, LA
• 07/2016 → 12/2018
  Infinex Investments, Inc.
  Lafayette, LA
• 12/2018 → 03/2023
  Triad Advisors
  Norcross, GA
• 12/2018 → Present
  Newedge Advisors, Llc
  New Orleans, LA
• 03/2023 → Present
  Newedge Securities, Llc
  Pittsburgh, PA

Previous Registrations

• 2016-07-01 → 2018-12-04
  Osaic Institutions, Inc.
  Lafayette, LA
• 2009-04-22 → 2016-07-01
  Essex National Securities, Llc
  New Orleans, LA
  Metairie, LA
  Baton Rouge, LA
  Baton Rouge, LA
  New Orleans, LA
  Lafayette, LA

Other Businesses

1. Coastal Capital Advisors - DBA of NewEdge Advisors, LLC; Investment Related; At reported business location(s); Start date 12/2018; 160 total hrs/month; 160 trading hrs/month; Investment Advisor Representative 2. Appointment with multiple insurance carriers; Investment Related; Lafayette, LA; producer — life insurance, disability, estate planning, fixed/index annuity production for clients, review accounts, service policies; Start date 12/2018; 10 hrs/month total; 1 hr trading 3. Magnolia Rental Properties; Not Investment Related; Lafayette, LA; Owner; Start date 08/2011; 1 hr/month total; 0 hrs trading; rental/leasing real estate, insurance, bookkeeping 4. Satco Holdings; Not Investment Related; West Monroe, LA; Co-owner; Start date 02/2018; 1 hr/month total; 0 hrs trading; bookkeeping, insurance, website activities for storage unit rentals 5. T-Gems Investments LLC; Investment Related; Lafayette, LA; Owner; Start date 12/2018; 0 hrs/month total; 0 hrs trading; entity established for tax purposes and operating expenses 6. Ascension Episcopal School; Not Investment Related; 1030 Johnston St., Lafayette, LA 70501; Board of Trustees; Start date 05/2021; 2 hrs/month total; 2 hrs trading; planning, review, oversight, strategy for the school 7. Sligo Louisiana LLC; Not Investment Related; 622 Helen St., Lake Charles, LA; Co-owner; Start date 09/2021; 1 hr/month total; 0 hrs trading; timber management, leased revenue 8. T-Gems Farms; Not Investment Related; 157 Shannon Rd, Lafayette, LA 70503; Owner; Start date 09/2021; 1 hr/month total; 0 hrs trading; timber company, leased revenue 9. Saint Mary OC, LLC; Not Investment Related; Lafayette, LA; Co-owner; Start date 05/2022; 0 hrs/month total; 0 hrs trading; real estate ownership and leasing, bookkeeping 10. Ochsner Hospital; Not Investment Related; Lafayette, LA; Finance Committee Member; Start date 05/2022; 1 hr/month total; 1 hr trading; review monthly financials for the non-profit hospital 11. Tooth Hurty LLC; Not Investment Related; Lafayette, LA; Owner; Start date 06/2015; 0 hrs/month total; 0 hrs trading; real estate ownership and lessor 12. Acadiana Coastal Holdings LLC - DBA Acadiana Coastal RV & Boat Storage; Not Investment Related; 157 Shannon Rd, Lafayette, LA 70503; Member; Start date 11/2023; 0 hrs/month total; 0 hrs trading; bookkeeping, commercial insurance, bill paying 13. Chateau Bow Wow LLC - DBA The Doghouse; Not Investment Related; 2845 Verot School Rd, Lafayette, LA 70508; Owner; Start date 05/2025; 1 hr/month total; 0 hrs trading; no daily activities, general manager handles all business activities 14. Arete Scholars Advisory Board; Not Investment Related; 412 Settlers Trace Blvd, Lafayette, LA 70508; Advisory Board Member; Start date 03/2026; 0 hrs/month total; 0 hrs trading; strategic advisory input, quarterly meetings, no financial oversight or obligation

Exams

• S66 Uniform Combined State Law Examination
  2009-04-27