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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-17 |
| NH | RA | APPROVED | 2024-10-10 |
| TX | RA | APPROVED | 2024-10-10 |
Branch Locations
9 Pond Lane #1F, Concord, MA 01742 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abaris Financial Group, Llc | Concord | MA | 09/2001 | 06/2019 |
| Cwm, Llc | Omaha | NE | 03/2019 | Present |
| Abaris Financial Group Llc | Concord | MA | 04/2019 | 10/2024 |
| Newedge Advisors Llc | New Orleans | LA | 10/2024 | Present |
1. NAME OF BUSINESS: Abbey Henderson LLC NATURE: Life Coaching START: 3/29/2021 POSITION: Owner APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: 1-on-1 coaching session and coaching workshops 2. NAME OF BUSINESS: Community Foundation for MetroWest Professional Advisors Leadership Council NATURE: Reach a wider audience of professional advisors and potential supporters START: 10/19/2023 POSITION: Committee Member APPX. HRS/MONTH: 1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Attend meetings 3. Ms. Henderson conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Abaris Financial Group, LLC. Ms. Henderson is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-13 |
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