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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-14 |
| FL | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED_RES | 2025-03-27 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
4481 Legendary Drive, Destin, FL 32541 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Destin | FL | 11/2006 | 03/2025 |
| Bank Of America, N.A. | Destin | FL | 12/2009 | 03/2025 |
| Newedge Securities, Llc | Pittsburgh | PA | 03/2025 | Present |
| Newedge Advisors | New Orleans | LA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-21 |
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