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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
9555 Antioch Road Suite C, Baton Rouge, LA 70817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 10/2024 |
| Brown & Root | Baton Rouge | LA | 08/2016 | 12/2017 |
| Lpl Financial Llc | Baton Rouge | LA | 10/2024 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 10/2024 | Present |
1- 08/2024 / Sapphire Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 175 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/04/2024- NewEdge Advisors- Registered Investment Advisor Hybrid- Advisor- Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 175 Hours Per Month/ During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 175 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 08/13/2025- Synchronize- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/15/2025- 5 Hours Per Month- 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
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