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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
8144 Walnut Hill Lane Suite 1120, Dallas, TX 75231 • 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Addison | TX | 10/2011 | 11/2023 |
| Brennan Financial Services | Addison | TX | 10/2013 | 09/2024 |
| Osaic Wealth, Inc. | Dallas | TX | 11/2023 | 09/2024 |
| Newedge Securities, Llc | Pittsburgh | PA | 09/2024 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 09/2024 | Present |
1. CORPORATE DISCOUNTS LLC; Not investment related; Dallas, TX; owner/manager; Home Restoration; 09/2015; 15 total hrs; 4 trading hours; Overseeing construction workers and contractor 2. Self-Employed; Not Investment Related; Dallas, TX; Insurance; licensed insurance agent; 10/2011; 8 total hrs; 8 trading hrs; recommending and providing fixed insurance 3. NewEdge Advisors, LLC - DBA BFS Advisory Group; Investment related; Dallas, TX; Start date 09/2024; 160 total hours; 160 trading hours; Investment Advisor Representative 4. NewEdge Securities, LLC - DBA BFS Advisory Group; Investment related; Dallas, TX; Start date 09/2024; Registered Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-18 |
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