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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-05 |
Branch Locations
2005 Stonegate Trail, Suite 101, Birmingham, AL 35242 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Birmingham | AL | 11/2013 | 07/2021 |
| Stonegate Investment Group, Llc | Birmingham | AL | 07/2021 | 12/2025 |
| Newedge Advisors | New Orleans | LA | 12/2025 | Present |
| Newedge Securities Inc | Pittsburgh | PA | 12/2025 | Present |
1. OSIGH, LLC (PREVIOUSLY STONEGATE INVESTMENT GROUP HOLDINGS LLC*Birmingham Al *Formerly Stonegate Investment Group Holdings LLC Entity is holding company that owns OSIG LLC (formerly Stonegate Investment Group PPC) OSIG LLC serves as Investment Advisor to 3 private funds - Stonegate Opportunity Fund II, Stonegate Cyber Fund 1 and Stonegate Cyber Fund 2.NewEdge Advisors, LLC - DBA Stonegate Investment Group; Investment related; Birmingham, AL; Start date 12/2025; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-11 |
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