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Newedge Advisors CRD 171351
$43.2B regulatory AUM 122 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-08-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
7200 W 132Nd Street Suite 190, Overland Park, KS 66213 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterneck Capital Management | Kansas City | MO | 05/2013 | 08/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 08/2024 | Present |
Mr. Bethurum conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) AFE Private Wealth. Mr. Bethurum is a Sr. Portfolio Manager/Investment Advisor Representative and devotes 160 hours per month to this activity during trading hours. Start Date: 08/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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