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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Advisors Group Llc | Duxbury | MA | 02/2024 | 05/2025 |
| Sabbatical | Mawr | PA | 05/2022 | 02/2024 |
| Real Estate | Mawr | PA | 05/2010 | 05/2022 |
| Edler Zain, Llc | Bethesda | MD | 05/2025 | Present |
| Newedge Advisors, Llc | New Orleans | LA | 03/2026 | Present |
1. Edler Zain, LLC; Not Investment Related; Bethesda, MD; CPA Firm; Client Advisor; 06/2025; 40 total hrs/mo; 30 trading hrs/mo; Business Development & Relationship Management 2. NewEdge Advisors, LLC - DBA Congruent Wealth; Investment related; At reported business location; Start date 03/2026; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
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