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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Blacksburg | VA | 10/2017 | 03/2019 |
| Blacksburg Health And Fitness At The Weight Club | Blacksburg | VA | 05/2009 | 10/2017 |
| Edward Jones | St.LOuis | MO | 04/2019 | 07/2021 |
| Raymond James Financial Services | Staunton | VA | 07/2021 | 03/2024 |
| Raymond James Financial Services Advisors | Staunton | VA | 07/2021 | 03/2024 |
| Freedom Street Partners | Staunton | VA | 08/2021 | 03/2024 |
| Middlebrook Wealth | Barboursville | VT | 04/2023 | 03/2024 |
| Newedge Securities Inc | Pittsburgh | PA | 03/2024 | Present |
| Newedge Advisors | New Orleans | LA | 03/2024 | Present |
1. Middlebrook Wealth*Yes Invest*Staunton, Va *Registered Investment Advisor*3/15/2024*Financial Advisor*placing trades, annual reviews, discuss investment allocation*160 Hrs/0 non Trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-01 |
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