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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED_RES | 2024-05-07 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
127 West 21St Ave., Covington, LA 70433 • 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 |
|---|---|---|---|---|
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | Present |
| Snow Financial Group | Covington | LA | 06/2009 | Present |
| Raymond James Finanacial Services, Inc | Madisonville | LA | 04/2002 | 05/2024 |
| Raymond James Financial Services Advisors, Inc | Madisonville | LA | 01/2009 | 05/2024 |
(1)Name of Business: eagle eye homes Address: 127 W 21st Ave, Covington, LA, 70433-3149, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/20/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: partner with two others (2)Name of Business: garage n social Address: 1455 collins blvd, Covington, LA, 70433, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: building up keep and maintenance / rental (3)Name of Business: Indicia Company, LLC Address: 127 W 21st Ave.\n, Covington, LA, 70433, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 21-40 Description of duties: business operations /marketing (4)Name of Business: Planningworks, Llc Address: 127 W 21st Ave, Covington, LA, 70433, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/30/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary office space (5)Name of Business: Snow Financial Group Address: 127 W 21st Ave., Covington, LA, 70433, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/05/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company / owner (6) Snow Financial Group - dba for NewEdge Advisors, LLC. - Investment Related - Investment Advisor Representative - Start: 05/2024 - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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