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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-31 |
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