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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corporation | Bakersfield | CA | 03/2013 | Present |
| Mid Atlantic Financial Management, Inc. | Bakersfield | CA | 03/2013 | Present |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | Present |
1)RETIREMENT BENEFIT PARTNERS, INC.~INVESTMENT RELATED~12501 PRAIRIE ROSE WAY, BAKERSFIELD, CA 93312~CONSULTING SERVICES~PRESIDENT/CEO~MARCH 2013~160HRS PER MONTH~130HRS PER MONTH DURING MARKET~OWNER, CONSULTING TO CLIENTS - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~12501 PRAIRIE ROSE WAY, BAKERSFIELD, CA 93312~FIXED INSURANCE SALES~AGENT~OCTOBER 1986~3HRS PER MONTH~3HRS PER MONTH DURING MARKET~SALES OF FIXED INSURANCE PRODUCTS TO CLIENTS 3. NewEdge Advisors*Yes Invest*Bakersfield, CA *Investment Advisor Representative*Investment advisory*3/1/23*President, IAR*retirement Plan and individual client investment advisory services*400 Hrs per mnth/80 Hrs non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-11 |
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