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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
| VA | RA | APPROVED | 2026-05-18 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
207 University Blvd Suite 100 , Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Advisors | New Orleans | LA | 05/2026 | Present |
| Raymond James | Staunton | VA | 03/2022 | 08/2022 |
| Tjx Companies | Bridgewater | VA | 01/2020 | 02/2022 |
| Great Eastern Resorts | Massanutten | VA | 06/2019 | 08/2019 |
| Edward Jones | Staunton | VA | 06/2018 | 08/2018 |
| Steam Masters | Harrisonburg | VA | 06/2010 | 08/2017 |
| Volcanos Buffet | Norfolk | VA | 09/2018 | 04/2019 |
| Raymond James Financial Services, Inc. | Staunton | VA | 08/2022 | 04/2023 |
| Freedom Street Partners | Staunton | VA | 07/2022 | 04/2023 |
| Great Eastern Resorts | Jarrospmbirg | VA | 06/2017 | 08/2017 |
| Aramark | Norfolk | VA | 01/2016 | 01/2019 |
| Level Four Financial, Llc. | Dallas | TX | 03/2023 | 10/2023 |
| Raymond James Financial Services, Inc. | Staunton | VA | 10/2023 | 03/2024 |
| Level Four Advisory Services | Dallas | TX | 05/2023 | 10/2023 |
| Old Dominion University | Norfolk | VA | 08/2014 | 08/2019 |
| Unemployed | Harrisonburg | VA | 08/2019 | 01/2020 |
| Newedge Securities Inc | Pittsburgh | PA | 02/2024 | Present |
1. Middlebrook Wealth*STUANTON VA *Yes Invest*Registered Investment Advisor*3/15/2024*Branch Professional*Run reports Client facing Completing tasks Assist & Research 401k's*160 Hrs/0 non trade 2.ZMZ WM LLC*3537 Stone Spring*Registered Investment Advisor*5/7/26*Owner*Financial Advisor/Owner*200 Trade/200 non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
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