Best Investors Account Sign in
Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-16
TX RA APPROVED 2025-12-15
  • GA RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-15

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

3550 Lenox Road Ne, 21St Floor, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Atlanta GA 08/2017 02/2024
Mass Mutual Life Insurance Co Atlanta GA 07/2017 02/2024
Pd Blowers, Inc. Gainesville GA 08/2012 07/2017
Newedge Securities Pittsburgh PA 02/2024 Present
Newedge Advisors New Orleans LA 02/2024 Present
  • 08/2017 → 02/2024
    Mml Investors Services, Llc
    Atlanta, GA
  • 07/2017 → 02/2024
    Mass Mutual Life Insurance Co
    Atlanta, GA
  • 08/2012 → 07/2017
    Pd Blowers, Inc.
    Gainesville, GA
  • 02/2024 → Present
    Newedge Securities
    Pittsburgh, PA
  • 02/2024 → Present
    New Orleans, LA
Other Businesses

1. Streamline Wealth*Yes Invest*Atlanta, GA *RIA*2/4/24*Director of Planning and Operations*Customer service, investment account opening, data entry, financial plan building.*160 Hrs/0 Non trade 2. Principal Disability Insurance*Yes Invest*Atlanta, GA *Insurance agency - goal to sell Disability Income Insurance*Sole Proprietroship*3/3/26*Agent*Comprehensive Financial Planning, Life and Disability insurance sales*10 Hrs Trade/10 Hrs non trade

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-11
S63 Uniform Securities Agent State Law Examination 2018-12-31
  • S65 Uniform Investment Adviser Law Examination
    2025-12-11
  • S63 Uniform Securities Agent State Law Examination
    2018-12-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Orleans, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor