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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
25 East 4Th Street Suite 15, Jamestown, NY 14701 • 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 |
|---|---|---|---|---|
| Bodell Overcash Anderson & Co., Inc. | Jamestown | NY | 10/2004 | 11/2018 |
| Mid Atlantic Capital Corporation | Jamestown | NY | 11/2018 | Present |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 11/2018 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)FIRST AFFILIATED OF THE CHAUTAUQUA REGION, LLC~INVESTMENT RELATED~25 EAST 4TH STREET, SUITE 15, JAMESTOWN, NY 14701~WEALTH MANAGEMENT~CO-OWNER 50/50~NOVEMBER 2018~200HRS PER MONTH~130HRS PER MONTH DURING MARKET~FINANCIAL PLANNING - - - - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~25 EAST 4TH STREET, SUITE 15, JAMESTOWN, NY 14701~FIXED INSURANCE SALES~AGENT~MAY 1994~1HR PER MONTH~0HRS PER MONTH DURING MARKET~POTENTIAL FIXED INSURANCE SALES TO CLIENTS - - - - - - - - - - - - 4)Westfield Hospital Foundation BOD*No Invest*help raise $ for the hospital*BOD*1hr mnth/1during trade* 5)CHAUTAUQUA APPLIANCE*Not Invest* Jamestown Ny*wife's business*selling appliances*7/30/10*0 per mnth/0 trade*
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-31 |
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