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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-25 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
315 Commercial Drive Suite B-5, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Fort Lauderdale | FL | 05/2023 | 10/2023 |
| Massmutual Life Insurance Co | Fort Lauderdale | FL | 04/2023 | 10/2023 |
| Four Seasons Resort Palm Beach | Palm Beach | FL | 04/2021 | 03/2023 |
| Four Seasons Resort Orlando At Walt Disney World Resorts | Orlando | FL | 02/2020 | 04/2021 |
| Four Seasons Resort Maui | Wailea | HI | 10/2018 | 02/2020 |
| Fairmont Kea Lani | Wailea | HI | 08/2017 | 10/2018 |
| Sea Island Company | Sea Island | GA | 05/2011 | 08/2017 |
| Massmutual Life Insurance Co | Fort Lauderdale | FL | 03/2023 | 04/2023 |
| Mml Investors Services Llc | Fort Lauderdale | FL | 03/2023 | 05/2023 |
| Lpl Financial Llc | Delray Beach | FL | 10/2023 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2023 | Present |
1) 10/2023 - Jacobs, Coolidge & Co., LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 12/07/2023 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 11/1/2023 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 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) 01/28/2026 - Crump Life Insurance Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/09/2023 - 8 hours per month/ 6 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
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