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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-12 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2017 | 06/2023 |
| Washington State Univ Vancouver | Vancouver | WA | 08/2015 | 05/2017 |
| Starry Night Christmas Lights | Vancouver | WA | 07/2016 | 12/2016 |
| Oregon Commercial Painters | Vancouver | WA | 06/2016 | 11/2016 |
| Lpl Financial Llc | Lakewood Ranch | FL | 06/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 06/2023 | Present |
1) 5/2023 - Trinitas Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 06/2023 - NewEdge Advisors, LLC. - DBA Trinitas Wealth Partners (RIA) - Investment Related-Investment Advisor Representative - At reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-12 |
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