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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-18 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5152 Katella Ave. Suite 104, Los Alamitos, CA 90720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uci Medical Center | Orange | CA | 11/2014 | 03/2024 |
| St. Joseph's Hospital | Orange | CA | 08/2012 | 08/2017 |
| Newedge Advisors, Llc. | New Orleans | LA | 03/2024 | Present |
NewEdge Advisors, LLC. -dba Pension Financial Group - Investment Related - Investment Advisor Representative - Start: 03/2024 - 100% of time is devoted to this activity - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
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