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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-25
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2023 → 10/2023
    Fort Lauderdale, FL
  • 04/2023 → 10/2023
    Massmutual Life Insurance Co
    Fort Lauderdale, FL
  • 04/2021 → 03/2023
    Four Seasons Resort Palm Beach
    Palm Beach, FL
  • 02/2020 → 04/2021
    Four Seasons Resort Orlando At Walt Disney World Resorts
    Orlando, FL
  • 10/2018 → 02/2020
    Four Seasons Resort Maui
    Wailea, HI
  • 08/2017 → 10/2018
    Fairmont Kea Lani
    Wailea, HI
  • 05/2011 → 08/2017
    Sea Island Company
    Sea Island, GA
  • 03/2023 → 04/2023
    Massmutual Life Insurance Co
    Fort Lauderdale, FL
  • 03/2023 → 05/2023
    Fort Lauderdale, FL
  • 10/2023 → Present
    Lpl Financial Llc
    Delray Beach, FL
  • 10/2023 → Present
    Newedge Advisors, Llc.
    New Orleans, LA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2023-06-09

View on SEC IAPD

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