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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-05 |
| NE | RA | APPROVED | 2025-12-05 |
| NH | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED | 2025-12-05 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
2005 Stonegate Trail Suite 101, Birmingham, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonegate Investment Group, Llc | Birmingham | AL | 05/2024 | 12/2025 |
| The University Of Alabama | Tuscaloosa | AL | 02/2023 | 01/2024 |
| The University Of Oregon | Eugene | OR | 01/2022 | 01/2023 |
| The University Of Alabama | Tuscaloosa | AL | 01/2017 | 01/2022 |
| Student | Tuscaloosa | AL | 06/2014 | 05/2018 |
| Unemployed | Tuscaloosa | AL | 02/2024 | 04/2024 |
| Newedge Advisors, Llc | New Orleans | LA | 12/2025 | Present |
1. NewEdge Advisors, LLC - DBA Stonegate Investment Group; Investment related; Birmingham, AL; Start date 12/2025; 160 total hours; 160 trading hours; Investment Advisor Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-29 |
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