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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-24 |
| NE | RA | APPROVED | 2026-02-20 |
| NY | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Lyrics - Twitter | Patterson | NY | 05/2013 | 02/2018 |
| Spencer F. Terwilliger, General Contractor | Pawling | NY | 05/2013 | 12/2016 |
| Coastal Carolina University | Conway | SC | 11/2016 | 05/2017 |
| Coastal Carolina University | Conway | SC | 08/2014 | 05/2017 |
| Axa Advisors Llc | New York | NY | 02/2018 | 07/2019 |
| Lpl Financial, Llc | Poughkeepsie | NY | 09/2019 | 12/2021 |
| Marshall & Sterling Wealth Advisors, Inc. | Poughkeepsie | NY | 09/2019 | 12/2021 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 01/2022 | 02/2026 |
| Newedge Advisors | New Orleans | LA | 02/2026 | Present |
| Newedge Securities Llc | Pittsburgh | PA | 02/2026 | Present |
Outside Employment; 7B Ventures, LLC; I am a financial advisor that is employed by 7b Ventures. I have no controlling interest or ownership. I am salaried.; Manage advisory business; 176 Church St, , Poughkeepsie, NY, 12601; Investment-Related; 01/04/2022; 0 hours per month; 0 during trading hours. Fixed Insurance and Annuity*No Invest*Poughkeepsie NY *sell insurance and annuities*5/1/26*4Hrs trade/0 Non trade ***RGB Enterprises Group LLC*Yes Invest*Rhinebeck NY *LLC to collect earnings from advisory business*7/1/26*Owner*0hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-23 |
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