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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2024-12-09 |
| GA | RA | APPROVED | 2023-11-02 |
Branch Locations
2467 Demere Rd., St. Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insuance Co | St. Simons Island | GA | 06/2002 | 10/2023 |
| Mml Investors Services, Llc | St. Simons Island | GA | 08/2002 | 10/2023 |
| Lpl Financial | St. Simons Island | GA | 10/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2023 | Present |
1)10/30/2023 - Jacobs, Coolidge & Company, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2010 - 160 Hr/Mth 2)10/30/2023 - Newedge Advisors - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 3)10/30/2023 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 8 Hr/Mth 4)10/30/2023 - Finbene, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 02/2004 5)10/30/2023 - Real Estate Rental - Owner - Del Ray Beach, FL - Inv Rel - Start: 03/09/2022 6)10/31/2023 - NewEdge Advisors, LLC., - DBA Jacobs Coolidge and Co. {RIA} - Investment Related - Investment Advisor Representative - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-13 |
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