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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
751 Cool Springs Blvd, Suite 200, Franklin, TN 37067 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Franklin | TN | 09/2023 | 01/2026 |
| Deutsche Bank | Jacksonville | FL | 01/2023 | 02/2023 |
| Consumer Affairs | Remote | FL | 12/2022 | 04/2023 |
| Investementu | Remote | FL | 02/2022 | 05/2022 |
| Ernst & Young | Remote | GA | 06/2021 | 03/2022 |
| Brian Murphy | Los Angeles | CA | 12/2020 | 04/2021 |
| Boston University | Remote | CA | 09/2019 | 05/2021 |
| Unemployed | Los Angeles | CA | 09/2018 | 09/2019 |
| University Of California - San Diego | La Jolla | CA | 09/2017 | 09/2018 |
| Community College | Los Angeles | CA | 02/2016 | 06/2017 |
| Prudent Security Solutions | Los Angeles | CA | 06/2017 | 09/2017 |
| Boston University | Boston | MA | 03/2021 | Present |
| Newedge Securities Llc | Pittsburgh | PA | 01/2026 | Present |
| Newedge Advisors | New Orleans | LA | 01/2026 | Present |
Outside Employment; Boston University; As a graduate course facilitator, I am responsible for interacting with online students via email and Blackboard, grading discussion boards, and occasionally hosting office hours or lectures. Investment advice is never given, though broad financial and investment topics are discussed - issues like different financial regulations, how to calculate types of risk and the difference between omnichannel retail and traditional retail. I report to a Professor on record, and will occasionally have other facilitators on the team I work with. ; Education ; 1010 Commonwealth Ave, , Boston, MA, 02215; Not Investment-Related; 01/31/2024; 10 to 19 hours per month; 0 during trading hours / Belmont University; I will be an Adjunct Professor of Finance. ; Higher Education. ; 1900 Belmont Boulevard, , Nashville, TN, 37212; Not Investment-Related; 08/01/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
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