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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-04 |
| TX | RA | APPROVED_RES | 2022-10-31 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
9450 Enterprise Drive, Mokena, IL 60448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orland Park | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orland Park | IL | 11/2016 | 10/2022 |
| Newedge Advisors | New Orleans | LA | 10/2022 | Present |
| Newedge Securities, Inc | Pittsburgh | PA | 10/2022 | Present |
JB'S RANCH, NOT INV RELATED, HOMER GLEN, IL, 100% OWNERSHIP BY SPOUSE, START 1/1/1999, ZERO HOURS PER MONTH, ZERO DURING TRADING, HORSE RANCH FOR BOARDING HORSES. ORLAND PARK KIWANIS, INV RELATED, ORLAND PARK, IL, TREASURER, START 1/1/2017, 5 HOURS PER MONTH, ZERO DURING TRADING.*no signatory powers 1. JB's Ranch*No Invest*Homer Glen, Il*Horse stable*7-30-99*0 Per mnth/trade*I have no duties at JB's Ranch*Beth Berenson is owner 2. NewEdge Advisors*Yes Invest*Mokena, IL *Registered Investment Advisor*10/31/2022*10/31/2022*Investment advice, portfolio management, and financial planning*30 Hrs per mnth/0 trade 3.Kiwanis Club of Orland Park* No Invest*Orland Park, Il *run Bingo every Wednesday night, give scholarships to students at local High School, donations to other charity organizations*8/1/1985*Treasurer*Balance the book and prepare financial statements*0 Hr trade-10 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-11 |
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