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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-11-01 |
| NC | RA | APPROVED | 2023-11-01 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
5960 Fairview Road Suite 100, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Charlotte | NC | 04/2009 | 09/2018 |
| Raymond James Financial Services Advisors | St Petersburg | FL | 04/2009 | 09/2018 |
| Ballantyne Financial Group Llc | Charlotte | NC | 12/2010 | Present |
| Eudaimonia Partners, Llc (D/B/A Assetwise Financial Group) | Charlotte | NC | 10/2018 | Present |
| Compass Securities Corporation | Braintree | MA | 11/2018 | 07/2019 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2023 | Present |
1.BALLANTYNE FINANCIAL GROUP LLC:INVESTMENT RELATED:4.2009-PRESENT:CHARLOTTE, NC:SUPPORT COMPANY/DBA (OWNER):4 HRS.MO:0 HRS DURING TRADING:PRESIDENT OF LLC-NO PARTNERS OR EMPLOYEES. Collect fee revenue generated from my role as a independent contractor investment advisor representative for Eudaimonia Partners, LLC. 2. Insurance Agent/Broker - Conduct commission based fixed insurance business through various general agents. 3. NewEdge Advisors, LLC;. DBA AssetWise Financial Group {RIA} - Investment Related - Investment Advisor Representative - Start: 11/2023 - At reported business location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-05 |
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