Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-20 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
409 Canal St., Milldale, CT 06467 • 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 |
|---|---|---|---|---|
| Cornerstone Wealth Management | Hagerstown | MD | 08/2016 | 02/2019 |
| Cwm, Llc | Omaha | NE | 08/2016 | 05/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2017 | 12/2018 |
| Carson Wealth | Hagerstown | MD | 02/2019 | 05/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 05/2024 | Present |
1.NAME OF OTHER BUSINESS: CORNERSTONE WEALTH TN, LLC DBA GAAM WEALTH ADVISORS INVESTMENT RELATED: YES NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: ASSOC. WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 2. NAME OF OTHER BUSINESS: Freedom Moat, LLC NATURE: Life Insurance Sales START: 10/9/2023 APPX. HRS/MONTH: 40 % APPX HRS/MONTH DURING TRADING HOURS: 10 POSITION: Insurance Agent DUTIES: Life Insurance Sales 3.FIXED INSURANCE NATURE: Insurance START: 11/8/2022 APPX. HRS/MONTH: 15 % APPX HRS/MONTH DURING TRADING HOURS: 15 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC 4. NewEdge Advisors, LLC - dba Nesso Wealth - Investment Related - Registered Client Services Associate - Start: 05/2024 - 409 Canal Street, Milldale, CT. 06467.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-19 |
Reach out to this advisor