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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • 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 |
|---|---|---|---|---|
| Williams Financial Group | Castle Rock | CO | 01/2005 | 08/2017 |
| Newedge Securities, Llc | Brenham | TX | 07/2017 | Present |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 07/2017 | 11/2021 |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | Present |
1)PLUM CREEK INVESTMENT SERVICES INC~INVESTMENT RELATED~BRENHAM, TX 77833~FINANCIAL SERVICES WEALTH MANAGEMENT~CEO/PRESIDENT/CO-OWNER~APRIL 1995~160HRS PER MONTH~130HRS PER MONTH DURING MARKET~INVESTMENT SALES TO CLIENTS MANAGEMENT ACCOUNTS 2. NewEdge Advisors-Yes Invest-Reported office location*Registered Investment advisor*2/20/1999*Owner*Investments*40 Hrs Trade/0 Non trade
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-11 |
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