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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-04-03 |
| VT | RA | APPROVED | 2024-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Williston | VT | 07/2013 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Williston | VT | 07/2013 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2024 | Present |
1. Tenured Advisors - dba for NewEdge Advisors, LLC. business - Investment Related - Investment Advisor Representative - Start: 03/2024 - 20 Main Street Essex Junction, VT 05452 - 100% of time is devoted to this activity during trading hours. 2. Fitzpatrick Financial, LLC - 20 Main Street Essex Junction, VT 05452 - Business entity for Tax purposes - Not investment related - owner -zero hours are devoted to this activity during trading hours. 3. Licensed Insurance Agent - Life and Health - Sales - Not Investment related - Start: 2013 - At reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-07 |
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