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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-14 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
625 Maryville Centre Drive Suite 160, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newedge Advisors, Llc | New Orleans | LA | 08/2025 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 01/2025 | 08/2025 |
| Stifel Financial Corporation | St. Louis | MO | 06/2023 | 01/2025 |
| Guaranteed Rate Affinity | Clayton | MO | 01/2022 | 06/2023 |
| Abstrakt Marketing Group | St. Louis | MO | 08/2021 | 12/2022 |
| Unemployed | St. Louis | MO | 03/2021 | 08/2021 |
| Suntrup Kia | St. Louis | MO | 02/2018 | 02/2021 |
| Student | Troy | IL | 01/2015 | 07/2017 |
| Unemployed | Troy | IL | 08/2017 | 01/2018 |
Mr. Paton conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Tactical Wealth Management. Mr. Paton 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 | 2025-07-15 |
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